Edward Jones - Financial Advisor: Marisa C Otto, CFP®

Services Offered

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

About

Marisa Otto is a Certified Financial Planner (CFP®) and financial advisor based in Morgan Hill, California. She provides personalized financial planning and investment guidance to clients in the local area. Marisa specializes in retirement planning, education savings strategies, and tax-efficient investing. Through face-to-face consultations, she aims to help individuals and families achieve their financial goals and prepare for significant life events.

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