Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $300,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Career Change
- Investment Management
- Getting Divorced
- Mutual Funds
- Real Estate
- Retirement
- Sudden Wealth
How Planner Charges
Considerations: Specializing in pre- and post-retirees and retirement income planning
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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9100 S Dadeland Blvd
Ste 1500
Miami
FL
33156
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Select
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9100 S Dadeland Blvd
Ste 1500
Miami
FL
33156
|
|
Select
|
|
9100 S Dadeland Blvd
Ste 1500
Miami
FL
33156
|
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