[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > California > Aptos > Robert E. Finke, CFP®

Robert E. Finke, CFP®

Planner List SAVED PLANNERS (0)

Center For Financial Affairs, Kms Fin.

602 Rincon Dr

Aptos, CA 95003-4840

Phone: (831) 661-0821

Fax: (831) 662-0619

Saved in Saved Planners

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

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Investment Management
Employee Benefits
Insurance
Retirement
Stocks & Bonds

How Planner Charges

N/A

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

Terms of Use | Glossary | Provide Feedback