TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr James P Sheffield CFP

Mr James P Sheffield CFP

UBS Financial Services

555 California Street, Suite 3400San Francisco, CA

90% Trust Score
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

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