Sara Kalsman CFP
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Wealth Advisors, 523 Chapala No.1Santa Barbara, CA
90% Trust Score
Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Planning, Retirement Planning
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