CERTIFIED TRUSTED FINANCIAL EXPERT - Mr Philip J Ricasata CFP
TFA Score: |
|
Compensation Method: |
Fee Only |
Minimum Investable Assets: |
$1,000,000 |
Languages: |
English |
Licence Validated : |
N |
Total Followers : |
0 |
Mr Philip J Ricasata CFP
Walpole Financial Advisors, LLC
70 Santa Felicia DR,Goleta, CA
SPECIALITIES: Business Succession Planning, Charitable Giving, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Retirement Income Management
Verified Reviews ( 1 )