Edward Jones - Financial Advisor: Robert Moretti Jr, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Robert Moretti is a Certified Financial Planner (CFP®) and financial advisor based in Reno, Nevada. He provides personalized financial planning and investment guidance to clients in the local area. Robert specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to better understand and meet the financial goals of individuals and families.

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