Edward Jones - Financial Advisor: Kevin A Charter, CFP®|ChFC®|RICP®

Services Offered

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

About

Kevin Charter is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®) based in Mt Shasta, California. He provides financial planning and investment guidance to clients in the local community. Kevin specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to understand clients' unique financial goals and help them achieve long-term financial stability.

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