TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Brian Jay Donaldson CFP

Mr Brian Jay Donaldson CFP

UBS Financial Services

1200 Prospect St Ste 375, La Jolla, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

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