Edward Jones - Financial Advisor: Lisa A Wandrey, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Lisa Wandrey is a Certified Financial Planner (CFP®) and financial advisor based in Ogden, Utah. She specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Lisa provides personalized financial guidance through face-to-face consultations, ensuring that clients' financial goals are met with tailored strategies. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

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