Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Mission Viejo > Stuart B. Macfarland, CFP®
Find the Certified Financial Planner™
Who's right for you.

Stuart B. Macfarland, CFP®

Charles Schwab & Co.

27201 Puerta Real
Suite 100
Mission Viejo, CA 92691-8570
Phone: (949) 348-4185
Fax: (949) 348-4180

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

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.