TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Thomas K Porta CFP

Mr Thomas K Porta CFP

Porta Investment Management

1410 Georgia St, Vallejo, CA

90% Trust Score
Compensation
None Provided
Min. Assets
$50,000
Languages
English
License
Not Validated

Areas of Expertise

Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning

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