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Brian McCann, CFP®

Bootstrap Capital LLC

2378 Villanova Road
San Jose, CA 95130
Phone: (415) 758-2668

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: Project based work does not require an minimum account size

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