Edward Jones - Financial Advisor: Jade Berniard, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Jade Berniard is a Certified Financial Planner (CFP®) and financial advisor based in Costa Mesa, California. She provides personalized financial planning and investment guidance to clients in the local area. Jade specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

Reviews

Location

Business Information