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Nancy B. Epstein, CFP®

Protected Investors of America

235 Montgomery St
Ste 1050
San Francisco, CA 94104
Phone: (415) 398-4363 x5974
Fax: (415) 398-4567

Toll-free: (866) 398-4363

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Nontraditional Households
  • Women's Finances

 

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.