Trusted Financial Advisor

Mr James P Estes CFP

Mr James P Estes CFP

California State University San Bernardino

5500 University Pkwy, San Bernardino, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$100,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, General Financial Planning, Government and Military, Planning for Couples

Client reviews 1 published

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

Certified Trusted Financial Advisor