Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $450,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Irregular Income
- Insurance
- Real Estate
- Retirement
- Life Planning
- Long-term Care
- Succession Planning
- Sudden Wealth
- Nontraditional Households
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: We offer a complimentary consultation from which we prepare an initial assessment of your situation to guage your probability of financial success, and determine what steps can help you increase your chance of realizing your financial dreams and goals.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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300 E Esplanade Dr
Ste 1800
Oxnard
CA
93036
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Select
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300 E Esplanade Dr
Ste 1800
Oxnard
CA
93036
|
|
Select
|
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300 E Esplanade Dr
Ste 1800
Oxnard
CA
93036
|
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