Edward Jones - Financial Advisor: Mark J Lavan, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax planning

About

Mark Lavan is a Certified Financial Planner (CFP®) and financial advisor based in Mill Valley, California. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investment management. Mark focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information