Trusted Financial Advisor

Ms Eva L Levine CFP

Ms Eva L Levine CFP

Plenaris Advisory

950 S Bascom Ave Ste 1113, San Jose, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Cantonese, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning

Client reviews 1 published

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

Certified Trusted Financial Advisor