CSLP Program - Student Loan Advisor Training
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Advisor Detail

L.J. Jones

Designation: CPA,CSLP®
Languages: English
Specializing in providing comprehensive financial planning services tailored to young lawyers, with a focus on student loan repayment strategies.

Contact Information

9 Humboldt Ct.
Business Phone:
619-432-7013
City: Pacifica
State: CA
Zipcode: 94044
Business Name:
Developing Financial

Business Information

 

The Developing Financial Process offers dedicated services to young lawyers, helping them navigate the complexities of student loan repayment. We provide personalized strategies to optimize loan repayment, minimize interest, and manage overall financial health. As a CSLP, I am well-versed in the unique financial challenges faced by lawyers and am committed to helping clients achieve their financial goals. In addition to student loan advice, I offer comprehensive financial planning, including budgeting, investment strategies, and retirement planning.

Disclaimer:
Developing Financial LLC (“DF”) is a registered investment advisor offering advisory services in the State of California, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
Focus Areas:
Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Retirement planning, Insurance, Personal Taxes
License 1:
FINRA 315242
License 2:
CFP 344073
Fees:
Flat Fee, Monthly Retainer
Client Types:
Any, Attorneys, Millinneals, Public Svc Loan Forgiveness, Recent Grads
CSLP Issue:
June 27, 2021
CSLP Exp:
June 27, 2025

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