- Phone
- 707-252-1...
- Send email
- Web
- Visit website
- Country
- United StatesUnited States
- Address
- 1754 Second Street
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United States Near Santa Rosa
Company Description
As a Certified Financial Planner, my job is to help you navigate the
intersection of life and money. My goal as your financial advisor is to
help you live a confident, full and purposeful life. When we accomplish
that; there is mutual satisfaction from an enduring, successful
relationship.
intersection of life and money. My goal as your financial advisor is to
help you live a confident, full and purposeful life. When we accomplish
that; there is mutual satisfaction from an enduring, successful
relationship.
I have been a financial advisor going on 30 years.
During that time I have earned the Certified Financial Planner (1995),
Certified Divorce Financial Analyst (2000) and Chartered Retirement
Planning Counselor (2005).
Is this your business? Update this listing