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Home > Financial Planner Directory > California > San Francisco > Rosie M. Faifua-Cortez, CFP®, CLTC
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Rosie M. Faifua-Cortez, CFP®, CLTC

Communitas Financial

870 Market St
Ste 754
San Francisco, CA 94102

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

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

 

How Planner Charges

Considerations: Socially Responsible Investing

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.