Edward Jones - Financial Advisor: Jonathan Lien, CFP®

Services Offered

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

About

Jonathan Lien is a Certified Financial Planner (CFP®) and financial advisor based in Irvine, California. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Jonathan emphasizes the importance of face-to-face conversations to understand clients' financial goals and tailor solutions accordingly. He serves individuals and families looking to build long-term wealth and navigate significant life events.

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