Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Estate Planning
- Retirement
How Planner Charges
Considerations: I charge an hourly rate. I will provide a written estimate of total fees with a cap on the fees.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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1450 2nd Street
Suite 135
Santa Monica
CA
90401
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Select
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1450 2nd Street
Suite 135
Santa Monica
CA
90401
|
|
Select
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1450 2nd Street
Suite 135
Santa Monica
CA
90401
|
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