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Home > Financial Planner Directory > California > Aptos > Philip A. Bewley, MBA, CFP®

Philip A. Bewley, MBA, CFP®

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Partnervest Securities, Inc.

9045 Soquel Dr

No 4

Aptos, CA 95003

Phone: (831) 688-5118

Fax: (831) 688-0925

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Estate Planning
Investment Management
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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