Mr James A Deak CFP
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
2001 N Main St Ste 410, Walnut Creek, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
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