Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

James Gilbert is a Certified Financial Planner (CFP®) and financial advisor based in Seattle, Washington. He offers a range of services including retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, James emphasizes the importance of personalized, face-to-face consultations to help clients achieve their financial goals. His practice is dedicated to serving individuals and families looking to build long-term wealth and secure their financial futures.

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