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Sarah F. Clish, CFP®

Ameriprise Financial Services, Inc.

1919 S Bascom Ave
Suite 100
Campbell, CA 95008-2220
Phone: (408) 963-2288
Fax: (408) 963-2391

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Buying a Home
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

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.