Fredric C. Harper,  CFP<sup>&reg;</sup> - Financial Advisor

Fredric C. Harper, CFP®

Inv. Analyst & Paraplanner

Landmark Wealth Management Group, LLC

2021 The Alameda, Suite 390, Suite 390
San Jose, CA 95126
FINANCIAL ADVISOR'S WEBSITE
(408) 984-8777

General

Fredric Harper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Landmark Wealth Management Group, LLC in San Jose, 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: CALIFORNIA
  • Health/disability insurance: CALIFORNIA
  • Fixed annuities: CALIFORNIA
  • Variable annuities: CALIFORNIA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources