Edward Jones - Financial Advisor: Joe Trevino, CFP®|CEPA®|AAMS®

Services Offered

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

About

Joe Trevino is a Certified Financial Planner (CFP®) and financial advisor based in Piedmont, California. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Joe believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial journeys.

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