Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $1,000,000
Specialties
- Attending College
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Buying a Home
- Career Change
- Asset Allocation
- Investment Management
- Getting Divorced
- Getting Married
- Mutual Funds
- Real Estate
- Job Loss
- Retirement
- Stocks & Bonds
- Starting a Family
- Sudden Wealth
How Planner Charges
Considerations: Fee is a percentage of assets under management.
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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1816 Golden Rain Rd. #9
Walnut Creek
CA
94595
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Select
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1816 Golden Rain Rd. #9
Walnut Creek
CA
94595
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Select
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1816 Golden Rain Rd. #9
Walnut Creek
CA
94595
|
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