Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Investment Management
- Estate Planning
- Insurance
- Retirement
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: Min account size $250,000
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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1400 Guerneville Rd
Ste 14
Santa Rosa
CA
95403-4128
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Select
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1400 Guerneville Rd
Ste 14
Santa Rosa
CA
95403-4128
|
|
Select
|
|
1400 Guerneville Rd
Ste 14
Santa Rosa
CA
95403-4128
|
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