Conrad M. Aarseth,  CFP<sup>&reg;</sup> - Financial Advisor

Conrad M. Aarseth, CFP®

EA,

Wealth Advisor

Dynamic Wealth Strategies, LLC

1530 The Alameda, Suite 305
San Jose, CA 95126

Dynamic Wealth Strategies, LLC

9700 Village Center Drive, Suite 50-A
Granite Bay, CA 95746
FINANCIAL ADVISOR'S WEBSITE
(800) 407-0572
(408) 912-1999 (916) 673-3470
CONNECT WITH Conrad
  • linkedin link

General

Conrad Aarseth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dynamic Wealth Strategies, LLC in San Jose, CA and the surrounding communities.

Financial Advisor Experience

Special focus on Medicare Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Medical & Health Issues, Personal Taxes

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