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Tim P. Cooper, CFP®

Financial Network

550 California Street
Suite 700
San Francisco, CA 94104
Phone: (415) 391-6644
Fax: (415) 788-0335

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Married
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: After discussing the needs of the client, I can help them determine the most cost-effective way to pay for my services.

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