Mr Matthew J Kay CFP
David White and Associates
3150 Crow Canyon Pl Ste 200, San Ramon, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor