Trusted Financial Advisor

Ms Sarah G Green CFP

Ms Sarah G Green CFP

Transformative Wealth Management, LLC

6317 Fairmount Ave, El Cerrito, CA

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

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Intergenerational Planning, Investment Planning, LGBT Individuals and Couples

Client reviews 1 published

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

Certified Trusted Financial Advisor