Edward Jones - Financial Advisor: Kathleen E Clark, CFP®|CEPA®

Services Offered

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

About

Kathleen E Clark is a Certified Financial Planner (CFP®) and financial advisor based in Portland, Texas. She provides personalized financial planning and investment guidance to clients in the area. Kathleen specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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