Trusted Financial Advisor

Toan Le CFP

Toan Le CFP

Pettinelli Financial Partners

333 Twin Dolphin Dr Ste 110, Redwood City, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Vietnamese, English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Retirement Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor