Edward Jones - Financial Advisor: Lisa M David, CFP®

Services Offered

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

About

Lisa David is a Certified Financial Planner (CFP®) and financial advisor based in Cedar Park, Texas. She provides personalized financial planning and investment guidance to individuals and families in the local area. Lisa specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face consultations to ensure that clients' financial goals are met effectively.

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