Mr Dave Samuels CFP
Santa Clara County Estate Planning Council
1900 the Alameda Fl 1, San Jose, CA
90% Trust Score
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Compensation
None Provided
Min. Assets
$500,000
Languages
French, English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, General Financial Planning, Insurance Planning
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Certified Trusted Financial Advisor