Act Financial Planning

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6963 Mariposa Ave

Citrus Heights, CA 95610

+1 (916) 722-1182

https://www.plannersearch.org

Act Financial Planning, located in Citrus Heights, CA, is led by Viola C. Sanvordenker, a Certified Financial Planner (CFP) with a Ph.D. The firm specializes in comprehensive financial planning services, including investment management, estate planning, and retirement planning for clients in Citrus Heights and surrounding communities.

With a minimum household income requirement of $60,000 and investable assets of $100,000, Act Financial Planning offers expertise in areas such as investment REITs, retirement planning, estate planning tools, and financial planning for families, catering to a diverse range of clients' financial needs and goals.

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