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

Lawrence B. Wood, CFP®

DZH Phillips, LLP

135 Main St
Fl 9
San Francisco, CA 94105-1815
Phone: (415) 624-2228

Household Income Minimum: $300,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Real Estate
  • Retirement

 

How Planner Charges
N/A