[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 > Benicia > Lawrence I. Grossman, CFP®, AIF,MBA

Lawrence I. Grossman, CFP®, AIF,MBA

Planner List SAVED PLANNERS (0)

Grossman Financial Management

940 Adams St

Suite L

Benicia, CA 94510-2950

Phone: (707) 745-8756

Fax: (707) 745-8723

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Retirement
Long-term Care

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