Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Cross-border Planning
- Investment Management
- Getting Divorced
- Retirement
- Women's Finances
How Planner Charges
Considerations: Flat Fee, Fee Based on % of Assets Under Mngt. or Hourly Fee
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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673 Devonshire Dr
State College
PA
16803-3202
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673 Devonshire Dr
State College
PA
16803-3202
|
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Select
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673 Devonshire Dr
State College
PA
16803-3202
|
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