Find the Certified Financial Planner™
Who's right for you.

Nicole R. Hanson, CFP®, CLU, MS

Personal Financial Consultants

1970 Broadway
Ste 1140
Oakland, CA 94612
Phone: (888) 557-3272

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
  • Career Change
  • Asset Allocation
  • Investment Management
  • Getting Married
  • Job Loss
  • Retirement
  • Starting a Family
  • 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.