Find the Certified Financial Planner™
Who's right for you.

Richard W. Hall, CFP®, ChFC

Cumbrian Financial Stewardship

4579 La Madera Rd
Sandia Park, NM 87047
Phone: (505) 286-0839
Fax: (505) 286-0839

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: While most clients are on a Fee Only basis I do provide some commission based products where appropriate in the clients best interests and fully disclosed.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.