Mr Rodney A Simms CFP
Gradient Capital Advisors
2125 Poinsettia Dr, San Diego, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated
Areas of Expertise
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Estate Planning, Investment Management
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor