Mr Kirk D Dobson CFP
David White & Associates
3150 Crow Canyon Pl, Ste 200 San Ramon, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor