Mr Joel M Shaps CFP
United Capital Financial Advisers, LLC
5050 El Camino Real, Ste 204 Los Altos, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning
Client Reviews (1 reviews)
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