Edward Jones - Financial Advisor: Kelly M Barta, CFP®|ChFC®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Kelly M Barta is a Certified Financial Planner (CFP®) and financial advisor based in Iowa City, Iowa. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Kelly provides personalized financial guidance through face-to-face consultations, ensuring her clients' financial goals are met. She serves individuals and families looking to build long-term wealth and prepare for significant life events.

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