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Home > Financial Planner Directory > California > Santa Clara > Ralph Latza, CFP®, JD, LLM (Tax)
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Ralph Latza, CFP®, JD, LLM (Tax)

LifeStream Financial Planning and Wealth Advisory

5201 Great America Parkway
Ste 320
Santa Clara, CA 95054
Phone: (408) 657-6880
Fax: (408) 883-8219

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Startup
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

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