Edward Jones - Financial Advisor: Lisa Kerwin, CFP®|ABFP®|CRPC™

Services Offered

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

About

Lisa Kerwin is a Certified Financial Planner (CFP®) and financial advisor based in Poulsbo, Washington. She provides personalized financial planning and investment guidance to clients in the local area. Lisa specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face conversations to help clients achieve their financial goals and navigate significant life events.

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