Mr David Sean CFP
Tax & Planning Group, LLC
PO Box 11384, Newport Beach, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor