Carol A. Wikle,  CFP<sup>&reg;</sup> - Financial Advisor

Carol A. Wikle, CFP®

Financial Advisor

6700 Koll Center Pkwy, Suite 230
Pleasanton, CA 94566
FINANCIAL ADVISOR'S WEBSITE
(925) 621-1028

General

Carol Wikle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Pleasanton, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Retirement Counselor® (CRC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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