Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Business Taxes
- Estate Planning
- Investment Management
- Getting Divorced
- Insurance
- Retirement
- Long-term Care
- Personal Taxes
How Planner Charges
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1123 Chapala St
Santa Barbara
CA
93101
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1123 Chapala St
Santa Barbara
CA
93101
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1123 Chapala St
Santa Barbara
CA
93101
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