Edward Jones - Financial Advisor: Jenica M Bertalan, CFP®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Jenica Bertalan is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As part of Edward Jones, Jenica emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information