Mr Robert J Sullivan CFP
Sullivan & Serwitz
779 Altos Oaks Dr, Los Altos, CA
90% Trust Score
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Compensation
None Provided
Min. Assets
$3,000,000
Languages
English
License
Not Validated
Areas of Expertise
Business Succession Planning, Comprehensive Financial Planning, Intergenerational Planning, Retirement Planning, Sudden Wealth Management, Wealth Management
Client reviews 1 published
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Favorable
Certified Trusted Financial Advisor