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Home > Financial Planner Directory > California > Los Angeles > Wilbert D. McZeal, CFP®, MBA
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Wilbert D. McZeal, CFP®, MBA

SagePoint Financial Inc.

1605 W Olympic Blvd
Suite 1015
Los Angeles, CA 90015
Phone: (213) 389-6205

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Household Income Minimum: $50,000
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Estate Planning
  • Investment Management
  • Insurance
  • 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.