TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Theresa R Duncan CFP

Theresa R Duncan CFP

Charles Schwab

2821 Canyonside DR, Santa Rosa, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, General Financial Planning, Investment Planning, Retirement Planning

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