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Douglas Buser, MBA, CFP®

Golden Gate Advisors, Inc.

1990 N California Blvd
Ste 810
Walnut Creek, CA 94596
Phone: (925) 254-4430

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Retainer Based Compehensive Financial Advisors. CA Real Estate Broker.

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