Sharon Lea Lacy CFP
United Capital Financial Advisers, LLC
5050 El Camino Real, Suite 204 Los Altos, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Retirement Income Management, Retirement Planning, Social Security Planning
Client Reviews (1 reviews)
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