Edward Jones - Financial Advisor: Katy Conser, CFP®

Services Offered

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

About

Katy Conser is a Certified Financial Planner (CFP®) and financial advisor based in Oceanside, California. She provides personalized financial planning and investment guidance to clients in the local area. Katy specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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