Find the Certified Financial Planner™
Who's right for you.

Kerstin Eriksson-Splawn, CFP®

Wealth By Design, LLC

14500 Big Basin Way
Suite E
Saratoga, CA 95070-6076
Phone: (408) 741-8151
Fax: (408) 741-8153

Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Women's Finances

 

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.