CERTIFIED TRUSTED FINANCIAL EXPERT - Mr Brandon S Kelly CFP
TFA Score: |
|
Compensation Method: |
Commission and Fee |
Minimum Investable Assets: |
$250,000 |
Languages: |
English |
Licence Validated : |
N |
Total Followers : |
0 |
Mr Brandon S Kelly CFP
UnionBanc Investment Services
13300 Newport Ave, 2nd Floor,Tustin, CA
SPECIALITIES: Asset Allocation, Business Succession Planning, Charitable Giving, Education Planning, Estate Planning, General Financial Planning
Verified Reviews ( 1 )