Edward Jones - Financial Advisor: Joni Carlisle, CFP®|CRPS™

Services Offered

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

About

Joni Carlisle is a Certified Financial Planner (CFP®) and financial advisor based in Portland, Oregon. She provides personalized financial planning and investment guidance to clients in the area. Joni specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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