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Jim Boucher, CFP®

Wilson & Boucher Capital Management, LLC

533 Moraga Road
Suite 120
Moraga, CA 94556
Phone: (925) 247-0270
Fax: (925) 631-0473

Toll-free: (800) 381-8610 #1

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Asset Allocation
  • Mutual Funds
  • 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.