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Marilyn D. Plum, CFP®

Ballou Plum Wealth Advisors, LLC

250 Lafayette Cir
Ste 203
Lafayette, CA 94549-7602
Phone: (925) 283-2201
Fax: (925) 283-8535

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Women's Finances

 

How Planner Charges
N/A

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