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Robert C. Eddy, CFP®

Creative Capital Management, Inc.

8880 Rio San Diego Dr
Ste 1150
San Diego, CA 92108
Phone: (619) 298-3993
Fax: (619) 298-1976

Toll-free: (800) 615-6666

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • 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.