Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

38 Miller Avenue
Suite 210
Mill Valley, CA 94941
Phone: (415) 858-5321

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

Specialties

How Planner Charges

Considerations: I do not impose a minimum on the people with whom I will work. If you need help, call and I will do my best to assist you.

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