Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®|CFA®

Services Offered

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

About

Yvonne Ceresa is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) based in Martinez, California. She provides financial planning and investment guidance to clients in the local area. Yvonne specializes in retirement preparation, education savings, and tax-smart investment strategies. Her approach emphasizes personalized, face-to-face consultations to help individuals and families achieve their financial goals.

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