TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Stephanie A Rumold CFP

Ms Stephanie A Rumold CFP

Beacon Pointe Wealth Advisors

920 Hillview CT Ste 160, Milpitas, CA

89% Trust Score
Compensation
Commission and Fee
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Client Reviews (1 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral