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Home > Financial Planner Directory > California > Walnut Creek > Angie M. Hager, CFA, CFP®
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Angie M. Hager, CFA, CFP®

Destination Wealth Management

1255 Treat Blvd
Suite 900
Walnut Creek, CA 94597
Phone: (925) 935-2900
Fax: (925) 935-1808

Toll-free: (800) 947-3864

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth

 

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.