Ms Wendy A Umphrey CFP
Baker Street Advisors, LLC
455 Market St, Suite 2300 San Francisco, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
$2,000,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor