TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Dalia Wood CFP

Ms Dalia Wood CFP

Wood Planning, LLC

PO Box 1779, Aptos, CA

90% Trust Score
Compensation
Fee Only
Min. Assets
None Provided
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Asset Allocation, Investment Planning, Real Estate, Tax Planning, Tax Preparation, Wealth Management

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