Edward Jones - Financial Advisor: Jim Watts, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investing

About

Jim Watts is a Certified Financial Planner (CFP®) and financial advisor based in Solvang, California. He provides personalized financial planning and investment guidance to clients in the local area. Jim specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

Reviews

Location

Business Information