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Camilla Neri, CFP®

Retirement Capital Strategies

1190 Saratoga Ave
Suite 140
San Jose, CA 95129
Phone: (408) 551-6100
Fax: (408) 551-6161

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • 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.