Capital Planning & Investments

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140 Daryl Ave
Novato, CA 94947
+1 (415) 702-8822

Specialties

Financial planning, retirement planning, and investment management including: * Investment objectives and risk tolerance analysis * Spending and budgeting * Cash flow and savings * Estate planning * Advanced tax planning strategies * Educational planning * Eldercare planning * Pre-marital planning * Post-divorce planning * Charitable giving * Social Security * Pensions * IRAs * 401k plans * Mutual funds * Annuities * Stock options * Individual stocks/bonds * Options trading * Real estate investment trusts (REITs) * Insurance * Business acquisition/start-up * Social impact investing * Employee compensation and executive benefits packages

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United States›California›Novato›Capital Planning & Investments