Trusted Financial Advisor

Wendy Hales CFP

Wendy Hales CFP

Sheaff Brock

1473 Norman Dr, Sunnyvale, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
$500,000
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Estate Planning, Investment Management, LGBT Individuals and Couples, Wealth Management, Women's Finances

Client reviews 1 published

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

Certified Trusted Financial Advisor