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Home > Financial Planner Directory > California > San Francisco > Holly Gillian Kindel, CFP®, CPCC, CLU
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Holly Gillian Kindel, CFP®, CPCC, CLU

Mosaic Financial Partners, Inc.

140 Geary St
Sixth Flr
San Francisco, CA 94108
Phone: (415) 788-1952
Fax: (415) 788-7105

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

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.