Edward Jones - Financial Advisor: Josh Satterfield, CFP®|CEPA®|AAMS®

Services Offered

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

About

Josh Satterfield is a financial advisor based in Woodway, Texas, affiliated with Edward Jones. He provides a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®), Josh is equipped to offer personalized financial guidance tailored to individual client needs. His practice focuses on helping clients achieve their financial goals through face-to-face consultations.

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