At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.
General Information |
| Name of Custodial Firm: | Charles Schwab |
| Work with the following types of clients: | Businesses |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers, Wealth Management, Retirement Planning |
Services |
| Can meet clients in the following ways: | Email, Video Conference, Video Conference, Your Home, Phone |
Firm Information |
| Advisor's Number of Clients: | 60 |
| Assets Managed by Advisor: | $100000 |
Compensation and Fees |
| Compensation Methods: | Commissions, Flat Fee, Based on Assets |
Education |
| BA -Economics | University of Virginia
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
