Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $350,000
Investable Asset Minimum: $1,000,000
Specialties
- Comprehensive Financial Planning
- Career Change
- Asset Allocation
- Investment Management
- Employee Benefits
- Sudden Wealth
- Special Needs
- Women's Finances
How Planner Charges
Considerations: 2 free initial consultations, our focus is high income/networth, mid career professions (medicine, law, engineering, science)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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1901 Ave of the Stars
Ste 1900
Los Angeles
CA
90067
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Select
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1901 Ave of the Stars
Ste 1900
Los Angeles
CA
90067
|
|
Select
|
|
1901 Ave of the Stars
Ste 1900
Los Angeles
CA
90067
|
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