Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $150,000
Investable Asset Minimum: $750,000
Specialties
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Mutual Funds
- Retirement
- Stocks & Bonds
- Sudden Wealth
How Planner Charges
Considerations: Asset minimum waived for young investors with high annual savings rate.
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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7454 Jager Ct
Cincinnati
OH
45230-4344
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Select
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7454 Jager Ct
Cincinnati
OH
45230-4344
|
|
Select
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7454 Jager Ct
Cincinnati
OH
45230-4344
|
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