Trusted Financial Advisor

Mr Kenneth R Caplin CFP

Mr Kenneth R Caplin CFP

none

2914 E Katella Ave #214, Orange, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$100,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Planning for Couples, Retirement Income Management, Retirement Planning

Client reviews 1 published

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

Certified Trusted Financial Advisor