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Annamalai Rajendran, CFP®

Family CFO Inc

1064 Laureles Dr
Los Altos, CA 94022-1010
Phone: (650) 941-7547

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Household Income Minimum: $0
Investable Asset Minimum: $1,500,000

Specialties
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Retirement
  • Sudden Wealth
  • 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.