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Daniel Deitrick, CFP®, CRPS

Morgan Stanley

One Kaiser Plaza
Ste 900
Oakland, CA 94612
Phone: (510) 891-0597
Fax: (510) 225-3931

Toll-free: (800) 755-1579

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

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.