Mr David A Epstein CFP
Merrill Lynch & Co., Inc.
5359 James Ave., Oakland, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$1,500,000
Languages
German, Spanish, English
License
Not Validated
Areas of Expertise
Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues
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