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

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Josh Sun is a Certified Financial Planner (CFP®) and financial advisor based in Chino Hills, California. He offers a range of financial services including retirement planning, education savings strategies, and investment management. As part of Edward Jones, Josh emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial futures with personalized guidance.

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