Trusted Financial Advisor

Mr David L Meucci CFP

Mr David L Meucci CFP

Western International Securities

7765 Healdsburg Ave Ste 6, Sebastopol, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning, Socially Responsible Investments

Client reviews 1 published

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

Certified Trusted Financial Advisor