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William N. Carlson, CFP®

Carlson Financial Advisors

1766 Terrace Drive
Belmont, CA 94002
Phone: (650) 508-2020
Fax: (650) 508-2022

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Retirement
  • Life Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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