TFA Score: |
★★★★★
★★★★★
|
Compensation Method: |
Commission and Fee |
Minimum Investable Assets: |
$250,000 |
Languages: |
English |
Licence Validated : |
N |
Total Followers : |
0 |
3868 State St Ste 201,Santa Barbara, CA
SPECIALITIES: Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Retirement Income Management, Wealth Management
Verified Reviews ( 1 )