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Mark S. Dossa

Centara Capital

675 Ygnacio Valley Rd
Ste B-108
Walnut Creek, CA 94596
Phone: (415) 837-3411
Fax: (619) 398-1717

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning

 

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.