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Marshall White, CFP®

Marshall White, Investment Advisor

418 Colusa Ave
Kensington, CA 94707-1211
Phone: (510) 528-9484
Fax: (510) 528-1573

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: All Fees are Negotiable

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