Mr Jeffrey Yoakum CFP
Pacific Wealth Advisors
2391 The Alameda, Suite 200, Santa Clara, CA
90% Trust Score
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Compensation
None Provided
Min. Assets
$1,000,000
Languages
English
License
Not Validated
Areas of Expertise
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Client reviews 1 published
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Favorable
Certified Trusted Financial Advisor