Joyce L. Franklin,  CFP<sup>&reg;</sup> - Financial Advisor

Joyce L. Franklin, CFP®

CPA,

JLFranklin Wealth Planning

369B 3rd Street, #692
San Rafael, CA 94901
(415) 925-3400 CONNECT WITH Joyce
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General

Joyce Franklin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JLFranklin Wealth Planning in San Rafael, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Retirement, Startup, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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