Why Use This Tool?

FPA PlannerSearch Participants:

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

Morgan Stanley

755 E. Mulberry Ave.
Ste 300
San Antonio, TX 78212
Phone: (210) 366-6601

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

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.