Tristan Sommer Kass CFP
Morgan Stanley
6004 La Madrona Dr, Scotts Valley, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$100,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management, Small Business Planning, Socially Responsible Investments
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