Trusted Financial Advisor

Ms Stephanie A Rumold CFP

Ms Stephanie A Rumold CFP

Beacon Pointe Wealth Advisors

920 Hillview CT Ste 160, Milpitas, CA

89% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Client Reviews (1 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral