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+1 707-575-9121
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| 930 Mendocino Ave Ste 200, Santa Rosa, CA, 95401 | |
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2.8 miSanta Rosa CityBus Route 15
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Specialties
Comprehensive Financial Planning and Fee Based Asset Management
History
Established in 1998.
Michael started in the Securities industry in 1994, becoming a Certified Financial Planner in 1998.
Meet the Business Owner
Michael W.
Business Owner
Graduated from California State University Sacramento in 1993 with a
Degree in Economics.
Obtained Insurance License and Securities licenses in 1994.
Passed the CFP Board exam in 1998.
Has functioned as a Certified Financial Planner since 1998.
