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Michael B

CFP®, Series 66

Centralia, WA

Edward Jones

Michael Bartoldo is a CERTIFIED FINANCIAL PLANNER™ professional with six years of experience at Edward Jones. Prior to joining Edward Jones in 2020, he served 16 years with the U.S. Air Force in the Western Air Defense Sector. Outside of financial advising, he is a part-owner of a part-time catering business, Stone Wood Fired Pizza, in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Planning for children with special needs Military & Veterans
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