Colleen  Soares,  CFP<sup>&reg;</sup> - Financial Advisor

Colleen Soares, CFP®

CPA

Soares Financial, Inc.

PO Box 344, 1553 2nd St.
Napa, CA 94559
(707) 255-6900

General

Colleen Soares is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Soares Financial, Inc. in Napa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Investment Management, Retirement, Personal Taxes

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Helpful Financial Planning Resources