Paul H. Scherf,  CFP<sup>&reg;</sup> - Financial Advisor

Paul H. Scherf, CFP®

Financial Planner

Harris Private Wealth

989 E Hillsdale Blvd, Ste 230
Foster City, CA 94404-4269
FINANCIAL ADVISOR'S WEBSITE
16504640856

General

Paul Scherf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harris Private Wealth in Foster City, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

More

Helpful Financial Planning Resources