Edward Jones - Financial Advisor: Tessa D Marmorstein, CFP®|CRPC™

Services Offered

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

About

Tessa D Marmorstein is a Certified Financial Planner (CFP®) and financial advisor based in Grass Valley, California. She provides comprehensive financial planning and investment guidance to clients in the local area. Tessa specializes in retirement planning, education savings strategies, and tax-efficient investing. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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