The Best Certified estate planner in Sonoma, California

Edward Jones - Financial Advisor: James Wandzilak, CFP®, located at 10 Maple Street in Sonoma, California, is a reputable finance institution offering expert financial planning services. With a certified financial planner at the helm, clients can trust in receiving personalized and comprehensive financial advice tailored to their individual needs and goals. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones is dedicated to helping clients achieve financial success and security. Visit us today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Gary C Scott, CFP® is a reputable financial institution located in Sonoma, California. As a Certified Financial Planner, Gary C Scott offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is committed to providing top-tier financial guidance to individuals and families in the Sonoma area. Visit their office at 545 3rd Street West to start planning for a secure financial future today.

Aimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.

Edward Jones - Financial Advisor: Matthew G Lightner, CFP®|AAMS™ is a reputable finance institution located at 255 West Napa Street in Sonoma, California, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Matthew G Lightner provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Edward Jones is a trusted partner in navigating the complexities of financial planning and investment management.