Artie  Green,  CFP<sup>&reg;</sup> - Financial Advisor

Artie Green, CFP®

MBA

Principal

Cognizant Wealth Advisors

530 Lytton Av., 2nd Floor Suite 224
Palo Alto, CA 94301
FINANCIAL ADVISOR'S WEBSITE
(650) 209-4062

General

Artie Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cognizant Wealth Advisors in Palo Alto, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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