Robert Cucchiaro CFP
Summit Wealth & Retirement Partners
1990 N California Blvd Ste 930, Walnut Creek, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Client reviews 1 published
1
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0
Unfavorable
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Neutral
Favorable
Certified Trusted Financial Advisor