Trusted Financial Advisor

Margaret M Daly CFP

Margaret M Daly CFP

Authent Advisors, Inc.

300 Tamal Plz Ste 175, Corte Madera, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor