Edward Jones - Financial Advisor: James Wandzilak, CFP®

Services Offered

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

About

James Wandzilak is a Certified Financial Planner (CFP®) and financial advisor based in Sonoma, California. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. James focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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