Trusted Financial Advisor

Mr Daniel S Federman CFP

Mr Daniel S Federman CFP

NewFocus Financial Group, LLC

55 Red Hill Cir Apt B, Tiburon, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor