CERTIFIED TRUSTED FINANCIAL EXPERT - Mr Joel M Shaps CFP
TFA Score: |
|
Compensation Method: |
Fee Only |
Minimum Investable Assets: |
$1,000,000 |
Languages: |
English |
Licence Validated : |
N |
Total Followers : |
0 |
Mr Joel M Shaps CFP
United Capital Financial Advisers, LLC
5050 El Camino Real,Ste 204Los Altos, CA
SPECIALITIES: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning
Verified Reviews ( 1 )