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Home > Financial Planner Directory > California > Oxnard > Carolyn S. Bishop, MA, CFP®
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Carolyn S. Bishop, MA, CFP®

Partnervest Financial Group, LLC

PO Box 5466
Oxnard, CA 93031
Phone: (805) 981-1800
Fax: (805) 981-1802

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Household Income Minimum: $125,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.