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Who's right for you.

John Heroux, CFP®

The Kelt Group

1270 Coast Village Cir
Montecito, CA 93108
Phone: (310) 213-3220
Fax: (310) 546-5234

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

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Life Planning
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A