Edward Jones - Financial Advisor: Roy L Valdez, CFP®

Services Offered

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

About

Roy L Valdez is a Certified Financial Planner (CFP®) and financial advisor based in Camarillo, California. He provides personalized financial planning and investment guidance to clients in the local area. Services offered include retirement planning, education savings strategies, and tax-efficient investment management. Roy focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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