Edward Jones - Financial Advisor: James Van Pelt, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

James Van Pelt is a Certified Financial Planner (CFP®) based in Phoenix, Arizona, providing personalized financial advice to clients. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, James emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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