Ms Marilyn D Plum CFP
EP Wealth Advisors
250 Lafayette Cir, Ste 203 Lafayette, CA
90% Trust Score
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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 published
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Favorable
Certified Trusted Financial Advisor