Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Jacqueline Shohdy is a financial advisor based in Mission Viejo, California, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing. Jacqueline emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial security and navigate major life events.

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