Financial Advisors
Corpus Christi, TX
Edward Jones financial advisor Ricky Serna Jr., CFP® provides personalized financial planning and investment management services to individuals and families in Corpus Christi. As a CFP-certified professional, Ricky helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, managing investments, or planning for major life events. Edward Jones is known for its one-on-one advisory approach and focus on building long-term client relationships.
Ideal for: Individuals and families seeking comprehensive financial planning, retirees managing investments, people planning for major life milestones
Service area: Corpus Christi, TX and surrounding areas
CFP® Certified: Ricky Serna Jr. holds CFP certification, indicating advanced training in financial planning, taxes, estate planning, and ethics.
Personalized Advisory Approach: Edward Jones emphasizes one-on-one relationships and customized financial strategies based on individual client goals and circumstances.
Address: 401 N Chaparral St Ste A, Corpus Christi, TX 78401
Phone: (361) 992-9618
Website: edwardjones.com
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