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Conrad M. Aarseth, CFP®

Dynamic Wealth Strategies, LLC

1541 The Alameda
San Jose, CA 95126
Phone: (408) 213-6960 x208
Fax: (408) 457-8442

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Personal Taxes

 

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.