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William J. Bettis, CFP®

StanCorp Investment Advisers

700 Garden View Court
Suite 201-D
Encinitas, CA 92024
Phone: (760) 635-9287
Fax: (760) 635-9260

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Retirement

 

How Planner Charges

Considerations: per hour fee

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