Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS®

Services Offered

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

About

Katrina Yun-Nikolac is a Certified Financial Planner (CFP®) and financial advisor based in Los Altos, California. She provides personalized financial planning and investment guidance to clients in the area. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Katrina is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information