Industry: Social Services

Celine Oh, CFP®, AAMS™, is a financial advisor with Edward Jones serving the Ithaca, NY community with a strong emphasis on socially responsible financial stewardship and client-focused services. Within the social services space, Celine specializes in helping individuals and families plan for long-term financial wellness, tailoring guidance to each client’s unique life circumstances. With a compassionate, holistic approach, she works with clients navigating major economic transitions such as retirement, education planning, or caring for loved ones. Her work often supports underserved populations, including aging adults and community members in need of financial literacy resources. As a part of Edward Jones, she has access to tools and partnerships that align financial strategy with each client’s values and life goals. Celine is also involved in community outreach through workshops and engagement initiatives aimed at improving financial well-being. Her bilingual capabilities and cultural sensitivity further enhance her ability to support diverse individuals and families in achieving financial stability. Additionally, her certifications demonstrate a strong commitment to ethical, client-first wealth strategies, especially for socially-conscious clients.

Key Services:

– Personalized financial planning for families and individuals
– Retirement income strategies tailored to lifestyle needs
– Wealth management for long-term financial stability
– Educational funding strategies and planning support
– Financial literacy education and community outreach
– Estate and legacy planning with compassion and clarity
– Budgeting and goal tracking for community members
– Culturally sensitive financial advising services