Find the Certified Financial Planner™
Who's right for you.

Brian Vosberg, CFP®, ChFC, CLU, EA

Vosberg & Associates

715 W Foothill Blvd
Glendora, CA 91741
Phone: (626) 358-5458

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

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.