Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > San Francisco > Ben Rose, CFP®
Find the Certified Financial Planner™
Who's right for you.

Ben Rose, CFP®

Economopoulos Advisory Group

575 Market St.
Suite 3900
San Francisco, CA 94105
Phone: (415) 235-8324
Fax: (415) 227-1461

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Nontraditional Households

 

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.