Mr Matthew J Kay CFP
David White and Associates
3150 Crow Canyon Pl Ste 200, San Ramon, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
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