Trusted Financial Advisor

Mrs Christina T Covalesky CFP

Mrs Christina T Covalesky CFP

Wetherby Asset Management

580 California St, 8 th Floor, San Francisco, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$10,000,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Socially Responsible Investments, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor