TFA Score: |
★★★★★
★★★★★
|
Compensation Method: |
Commission and Fee |
Minimum Investable Assets: |
$2,000,000 |
Languages: |
English |
Licence Validated : |
N |
Total Followers : |
0 |
222 E Canon Perdido St Ste 305,Santa Barbara, CA
SPECIALITIES: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Income Management
Verified Reviews ( 1 )