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Home > Financial Planner Directory > California > Walnut Creek > John F. Mullen, II, CFP®, CLU
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John F. Mullen, II, CFP®, CLU

Perseus Wealth

1600 S Main St
Ste 285
Walnut Creek, CA 94596
Phone: (925) 938-2800
Fax: (925) 938-2802

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

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.