Mr James P Sheffield CFP
UBS Financial Services
555 California Street, Suite 3400 San Francisco, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Spanish, English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning, Wealth Management
Client Reviews (1 reviews)
1
Happy
0
Unhappy
0
Neutral