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John Rumbold, CFP®, EA

Rumbold Financial Advisory

PO Box 3726
Tustin, CA 92781
Phone: (714) 425-7202
Fax: (714) 242-1888

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Business Taxes
  • Cross-border Planning
  • Corporate Finance
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Retirement
  • Long-term Care
  • Succession Planning
  • Starting a Family
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.