Edward Jones - Financial Advisor: Jeremy Geels, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Jeremy Geels is a Certified Financial Planner (CFP®) and financial advisor based in Capitola, California. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing. With a commitment to face-to-face consultations, Jeremy aims to understand his clients' unique financial goals and challenges. He serves individuals and families looking to build wealth and secure their financial futures.

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