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Shel Brandenburger, CFP®

TRILOGY Consultants

1611 Borel Pl
Suite 5
San Mateo, CA 94402
Phone: (650) 572-7192
Fax: (650) 572-7193

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Personal Taxes

 

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.