Trusted Financial Advisor

Mr Daniel M Stern CFP

Mr Daniel M Stern CFP

Daniel M. Stern, LLC

304 Euclid St, Santa Monica, 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, General Financial Planning, Investment Management, Investment Planning, Sudden Wealth Management, Tax Planning

Client reviews 1 published

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

Certified Trusted Financial Advisor