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Home > Financial Planner Directory > California > Monterey > Douglas M. Roesser, CFP®

Douglas M. Roesser, CFP®

Planner List SAVED PLANNERS (0)

Fountain Strategies. LLC

127 Montecito Ave #8

Monterey, CA 93940

Phone: (831) 643-1958

Fax: (831) 621-4640

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Retirement
Long-term Care
Nontraditional Households

How Planner Charges

Fee Only

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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