Edward Jones - Financial Advisor: Kelly A Cunningham, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Kelly A Cunningham is a Certified Financial Planner (CFP®) and financial advisor based in South San Francisco, California. She provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Kelly believes in the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking to build wealth and secure their financial future.

Reviews

Location

Business Information