Edward Jones - Financial Advisor: Marc Raymundo, CFP®|CPWA®|CEPA®|AAMS®

Services Offered

• Retirement Planning
• Education Savings Strategies
• Investment Management
• Tax Planning

About

Marc Raymundo is a financial advisor based in Chino Hills, California, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment management. As a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®), Marc is equipped to guide clients through various financial decisions. His practice focuses on helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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