Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®

Services Offered

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

About

Matthew Walls is a Certified Financial Planner (CFP®) and financial advisor based in Santa Rosa, California. He provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-efficient investing. Matthew believes in the importance of face-to-face conversations to understand his clients' unique financial goals. He is dedicated to helping individuals and families navigate their financial journeys with personalized strategies.

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