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CERTIFIED FINANCIAL PLANNER

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board)[1] in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB),[2] the international owner of the CFP mark outside of the United States.

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Beacon Wealth Strategies

BeaconWealthStrategies.com

Are you confident that you are on track to retire in comfort, leave a legacy or gift to charity?  I help my clients navigate the complexities of retirement planning. We talk about their wants, needs and aspirations. Together we construct, implement and monitor a financial plan to meet their goals.

2200-B Douglas Blvd., Ste. 150
Roseville, CA 95661
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916-773-1938

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • CERTIFIED FINANCIAL PLANNER

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BLUEPRINT Financial and Insurance Services, LLC

www.blueprintfinancialllc.com

2360 Professional Dr., Ste. 200
Roseville, CA 95661
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916-788-1812

  • CERTIFIED FINANCIAL PLANNER

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St. Clair Financial

www.StClairFinancial.com

Certified Financial Planner and IRS Enrolled Agent helping self-employed professionals design their wealth in ways that redefine Labor, Leisure and what it means to be retired in the 21st Century.

2140 Professional Dr., Ste. 250
Roseville, CA 95661
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916-780-1848

  • CERTIFIED FINANCIAL PLANNER
  • CERTIFIED FINANCIAL PLANNER

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