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Todd C. Ganos, JD, DBA, CFP®

Integrated Wealth Counsel, LLC

PO Box 221610
Carmel, CA 93922-1610
Phone: (831) 624-3317
Fax: (831) 624-0620

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Cross-border Planning
  • Estate Planning
  • Investment Management
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Personal Taxes

 

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.