Trusted Financial Advisor

Ms Roxann S Michaelsen CFP

Ms Roxann S Michaelsen CFP

Creative Capital

PO Box 1420, Morgan Hill, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Securities

Client reviews 1 published

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

Certified Trusted Financial Advisor