Edward Jones - Financial Advisor: Kali Mistry, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Kali Mistry is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. Kali believes in the importance of face-to-face conversations to understand her clients' financial goals and provide tailored advice. She serves individuals and families in the local community, helping them navigate their financial journeys with confidence.

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