Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > San Mateo > Mark B. Pietrofesa, CFP®
Find the Certified Financial Planner™
Who's right for you.

Mark B. Pietrofesa, CFP®

Summit Financial Advisors, LLC

109 Baldwin Ave
San Mateo, CA 94401
Phone: (650) 357-9410
Fax: (650) 357-0718

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.