Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Employee Benefits
- Insurance
- Retirement
- Succession Planning
- Nontraditional Households
- Women's Finances
About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
Broker-Dealer Affiliation
None/NA
How Planner Charges
Considerations: Comprehensive Financial Plan provided for a fixed fee (No Asset Minimum Required); Ongoing asset management also available for accounts valued at 500,000 or more or annual update service for a fixed fee.
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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809 Broadway
Sonoma
CA
95476-5451
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Select
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809 Broadway
Sonoma
CA
95476-5451
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|
Select
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809 Broadway
Sonoma
CA
95476-5451
|
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