Financial Advisors
Meridian, ID
Edward Jones financial advisor Calvin Barrett, CFP®, CPWA®, and AAMS®, provides personalized financial planning and investment management services to individuals and families in the Meridian area. With advanced certifications in financial planning and wealth management, Calvin helps clients build comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life events. As part of Edward Jones, a trusted national firm with local presence, Calvin combines personalized service with institutional resources.
Ideal for: Individuals and families seeking comprehensive financial planning, professionals nearing retirement, high-net-worth clients, those wanting personalized local advisor relationships
Service area: Meridian, Idaho and surrounding communities
CFP® and CPWA® Certified: Calvin holds advanced certifications (CFP®, CPWA®, AAMS®) demonstrating expertise in comprehensive financial planning and certified private wealth management.
Personalized Local Service: As a local Edward Jones advisor in Meridian, Calvin provides face-to-face consultation and customized strategies rather than one-size-fits-all solutions.
Full-Service Financial Planning: Addresses retirement planning, investment management, education funding, and wealth strategy in a coordinated approach.
Address: 1693 S Spg Vly Ln #110, Meridian, ID 83642
Phone: (208) 887-1787
Website: edwardjones.com
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