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

Joanna F. Averett, CFP®

First American Trust

323 W Court St
Ste 312
San Bernardino, CA 92401-1604
Phone: (909) 380-8799
Fax: (909) 477-6077

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Asset Allocation
  • Estate Planning

 

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.