Ms Marilyn D Plum CFP
EP Wealth Advisors
250 Lafayette Cir, Ste 203Lafayette, CA
90% Trust Score
Compensation
None Provided
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Estate Planning, Investment Management, Life Transitions, Retirement Planning, Wealth Management, Women's Finances
Client Reviews (1 reviews)
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