Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS®

Services Offered

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

About

Umberto Leone is a Certified Financial Planner (CFP®) and financial advisor based in Concord, California. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Umberto focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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