Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS®

Services Offered

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

About

Steven Echenique is a Certified Financial Planner (CFP®) and financial advisor based in Charlotte, North Carolina. He provides personalized financial planning and investment guidance to clients in the area. Steven specializes in retirement planning, education savings strategies, and tax-efficient investment management. He is committed to helping individuals and families achieve their financial goals through face-to-face consultations.

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