Edward Jones - Financial Advisor: Ricky Serna Jr, CFP®

Services Offered

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

About

Ricky Serna is a Certified Financial Planner (CFP®) and financial advisor based in Corpus Christi, Texas. He provides personalized financial planning and investment guidance to clients in the local area. Ricky specializes in retirement planning, education savings strategies, and tax-efficient investing. He believes in the importance of face-to-face conversations to help clients achieve their financial goals.

Reviews

Location

Business Information