Mr Philip J Ricasata CFP
Walpole Financial Advisors, LLC
70 Santa Felicia DR, Goleta, CA
90% Trust Score
Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated
Areas of Expertise
Business Succession Planning, Charitable Giving, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Retirement Income Management
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