Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Career Change
- Estate Planning
- Getting Married
- Job Loss
- Retirement
- Personal Taxes
How Planner Charges
Considerations: My current billing rate for tax and financial planning consultations is $250 per hour. An estimate of the total charge of the engagement will be provided at the initial meeting.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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5150 Graves Ave
Ste 8A
San Jose
CA
95129-5008
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Select
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5150 Graves Ave
Ste 8A
San Jose
CA
95129-5008
|
|
Select
|
|
5150 Graves Ave
Ste 8A
San Jose
CA
95129-5008
|
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