Ms Marina Perry CFP
Morgan Stanley
411 Borel Ave Ste 220, San Mateo, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Intergenerational Planning
Client Reviews (1 reviews)
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