Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Investment Management
- Mutual Funds
- Real Estate
- Retirement
How Planner Charges
Considerations: Hourly planning rate is $200 per hour. Ongoing asset-management fees are 1.00% for the first million dollars, 0.75% for the second million dollars, and 0.50% for assets above $2 million.
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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1442 Irvine Blvd
Ste 212
Tustin
CA
92780-3846
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Select
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1442 Irvine Blvd
Ste 212
Tustin
CA
92780-3846
|
|
Select
|
|
1442 Irvine Blvd
Ste 212
Tustin
CA
92780-3846
|
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