Edward Jones - Financial Advisor: Sean P O'Neill, CFP®

Services Offered

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

About

Sean O'Neill is a Certified Financial Planner (CFP®) and financial advisor based in Galt, California. He provides personalized financial planning and investment guidance to clients in the local area. Sean specializes in retirement planning, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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