Mr William F Oakes CFP
Bill Oakes EA, CFP(R)
175 Bernal Rd # 20, San Jose, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
None Provided
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Client reviews 1 published
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Certified Trusted Financial Advisor