Overview

Independent financial advisor, with a couple assistants, specializing in financial planning (retirement, educational, insurance, and investments) and estate planning; licensed estate planning attorney in California, assisting clients and financial advisors with estate planning (wills, trusts, powers of attorneys) and probate needs. Able to provide clients with the financial, tax, and legal issues that may/will affect their financial future and decisions.

Last Activity
within 3 months

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Clearing Firm / Custodian

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