Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Estate Planning
- Investment Management
- Mutual Funds
- Real Estate
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Sudden Wealth
- Men's Finances
- Women's Finances
How Planner Charges
Considerations: We offer 3 distinct investment strategies: 1) Cash Reserves Management; 2) Actively managed Growth Strategy; and 3) Hybrid Growth and Income Strategy. Each is customized for your own risk/return profile and per your Invesment Policy Statement (IPS).
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
1111 Broadway
Suite 1630
Oakland
CA
94607
|
|
Select
|
|
1111 Broadway
Suite 1630
Oakland
CA
94607
|
|
Select
|
|
1111 Broadway
Suite 1630
Oakland
CA
94607
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
