Mr Amit Josef CFP
UBS Financial Services
2942 Fall River Cir, Westlake Vlg, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Hebrew, English
License
Not Validated
Areas of Expertise
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Tax Planning, Wealth Management
Client Reviews (1 reviews)
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