Compensation Method:	Commission and Fee
Minimum Investable Assets:	$0
Languages:	English
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Licence Validated :

Mr Arthur M Cordts CFP

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LPL Financial DBA Synergy Wealth Management

155 N Riverview Dr #134,Anaheim, CA ,

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SPECIALITIES: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Compensation Method:	Fee Only
Minimum Investable Assets:	$500,000
Languages:	English
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Licence Validated :

Ms Karen J McMillan CFP

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Osborne Partners Capital Management

580 California St Ste 1900,San Francisco, CA ,

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SPECIALITIES: Comprehensive Financial Planning, Wealth Management, Women's Finances