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Carlo P. Sanfilippo, CFP®

The Wexford Group

1099 Milwaukee St
Ste 200
St. Louis, MO 63122
Phone: (314) 966-0777
Fax: (314) 966-0778

Toll-free: (866) 966-7440

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Starting a Family
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

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.