Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA®

Services Offered

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

About

Peter Susic is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in Carlsbad, California. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-smart investing. Peter is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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