Trusted Financial Advisor

Mr Douglas M Roesser CFP

Mr Douglas M Roesser CFP

Fountain Strategies, LLC

127 Montecito Ave Unit 8, Fountain Strategies, LLCMonterey, 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, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Planning, Risk Management

Client reviews 1 published

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

Certified Trusted Financial Advisor