TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Jourdan Erik S Sy CFP

Jourdan Erik S Sy CFP

Holguin & Sy Wealth Management

1646 N California Blvd Ste 350, Walnut Creek, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Education Planning, Employee and Employer Plan Benefits, Investment Planning, Life Planning, Retirement Planning, Wealth Management

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