Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS®

Services Offered

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

About

Todd Bergstrom is a Certified Financial Planner (CFP®) and financial advisor based in Cupertino, California. He provides personalized financial planning and investment guidance to clients in the local area. Todd specializes in retirement preparation, education savings, and tax-efficient investment strategies. As part of Edward Jones, he emphasizes the importance of face-to-face consultations to help individuals and families achieve their financial goals.

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