Edward Jones - Financial Advisor: Trent W Oki, CFP®|ChFC®

Services Offered

• Retirement planning
• Investment management
• Education savings strategies
• Insurance needs assessment

About

Trent Oki is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) based in Bend, Oregon. He provides personalized financial planning and investment guidance to clients in the local area. Trent specializes in retirement planning, education savings strategies, and insurance needs, leveraging the extensive resources of Edward Jones. His approach focuses on helping individuals and families achieve their financial goals through tailored strategies and face-to-face consultations.

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