Mrs Julie M Minami CFP
LPL Financial
4300 Stevens Creek Blvd Ste 117, San Jose, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
Japanese, English
License
Not Validated
Areas of Expertise
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Life Transitions, Retirement Income Management, Retirement Planning
Client Reviews (1 reviews)
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