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Sandra L. Wales, CFP®

Wales Investments, Inc.

2055 Junction Ave
Ste 100
San Jose, CA 95131
Phone: (408) 944-9176
Fax: (408) 944-9175

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A

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