TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr James Edwards Coffin III CFP

Mr James Edwards Coffin III CFP

Morgan Stanley

400 Capitol Mall Ste 1900, Sacramento, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement Planning, Risk Management, Wealth Management

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