CERTIFIED TRUSTED FINANCIAL EXPERT - Mr Philip J Ricasata CFP 
Verified
90% Trust Score
Mr Philip J Ricasata CFP
Walpole Financial Advisors, LLC
70 Santa Felicia DR, Goleta, CA
Compensation: Fee Only
Min. Assets: $1,000,000
Languages: English
License:
Not Validated
Specialties
Business Succession Planning, Charitable Giving, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Retirement Income Management
Login to share feedback
LoginWhy Follow?
Get real-time investment ideas and market insights
Benefits of Following Mr Philip J Ricasata CFP:
- Real-time Investment Ideas: Get instant notifications when Mr Philip J Ricasata CFP posts new investment opportunities
- Market Insights: Receive professional analysis of market trends and economic conditions
- Trading Strategies: Access proven trading strategies and portfolio management tips
- Risk Management: Learn about risk assessment and portfolio diversification
- Market Timing: Get alerts about optimal entry and exit points for investments
Privacy Note: Following is private and only you can see which advisors you follow. Advisors cannot see their follower list.
Verified Reviews (1)
Credentials
Reviews
Client Focus
Impact
Peer Standing