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Patrick T. Giddens, CFP®, MBA

Johnson Lyman Wealth Advisors

2600 El Camino Real
Ste 500
Palo Alto, CA 94306
Phone: (650) 494-2733
Fax: (650) 494-2431

Toll-free: (800) 872-8311

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Government & Military
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Personal Taxes

 

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.