Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $300,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Asset Allocation
- Investment Management
- Employee Benefits
- Mutual Funds
- Retirement
- Life Planning
- Sudden Wealth
How Planner Charges
Considerations: There is a flat annual fee of 1% of the first $1 million of managed assets and 0.80% for assets greater than $1 million.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
648 Leisure World
Mesa
AZ
85206-3135
|
|
Select
|
|
648 Leisure World
Mesa
AZ
85206-3135
|
|
Select
|
|
648 Leisure World
Mesa
AZ
85206-3135
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
