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 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor