Mr Charles A Putney CFP
Mercer Putney Financial Advisors
1243 Alpine Rd Ste 219, Walnut Creek, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$100,000
Languages
English
License
Not Validated
Areas of Expertise
Charitable Giving, Estate Planning, General Financial Planning, Investment Planning, Life Transitions, Retirement Planning, Sudden Wealth Management
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor