Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $40,000
Investable Asset Minimum: $100,000
Specialties
- Comprehensive Financial Planning
- Annuities
- Asset Allocation
- Mutual Funds
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
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.
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8820 59th Ave SW
Ste 200
Lakewood
WA
98499
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Select
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8820 59th Ave SW
Ste 200
Lakewood
WA
98499
|
|
Select
|
|
8820 59th Ave SW
Ste 200
Lakewood
WA
98499
|
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