Don S. Maxon,  CFP<sup>&reg;</sup> - Financial Advisor

Don S. Maxon, CFP®

MSFP

Founder

Maxon Financial, RIA

12 Red Oak Court
San Rafael, CA 94903
FINANCIAL ADVISOR'S WEBSITE
(415) 420-6750 CONNECT WITH Don
  • facebook link
  • twitter link
  • linkedin link

General

Don Maxon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Maxon Financial, RIA in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning and investment advising. Fee only assistance with life events needs such as retirement planning, birth of a child, inheritance, purchasing a home or investment property, debt management, education funding, estate planning, investment allocation, insurance needs.

More

Financial Advisor Experience

Twenty seven years in personal financial services and financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources