Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Career Change
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Mutual Funds
- Getting Married
- Job Loss
- Retirement
- Life Planning
- Starting a Family
- Nontraditional Households
- Personal Taxes
- Women's Finances
About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Registered Life Planner, Chartered Retirement Plan
Broker-Dealer Affiliation
None/NA
How Planner Charges
Considerations: Please call or e-mail to share with me what you are looking for in a financial planner and investment advisor. I'd be delighted to answer any questions and set up your free consultation.
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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453 Clayhall St
Gaithersburg
MD
20878
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Select
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453 Clayhall St
Gaithersburg
MD
20878
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Select
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453 Clayhall St
Gaithersburg
MD
20878
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