Mr Bruce A Kelm CFP
Morgan Stanley
3562 Round Barn Circle, First FloorSanta Rosa, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$1,000,000
Languages
French, English
License
Not Validated
Areas of Expertise
Business Succession Planning, Employee and Employer Plan Benefits, Investment Management, Small Business Planning
Client Reviews (1 reviews)
1
Happy
0
Unhappy
0
Neutral