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Home > Financial Planner Directory > California > Rancho Mirage > Joe Appolito, CFP®, AIF®
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Joe Appolito, CFP®, AIF®

United Planners of America

14 Bentley Rd
Rancho Mirage, CA 92270-1626
Phone: (800) 660-5824
Fax: (760) 280-5505

Toll-free: (800) 660-5824

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Succession Planning

 

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.