Trusted Financial Advisor

Mr Marc R Roland CFP

Mr Marc R Roland CFP

Dean Roland Russell

16885 W Bernardo Dr Ste 209, San Diego, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$750,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning

Client reviews 1 published

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

Certified Trusted Financial Advisor