Gretchen C. Hollstein,  CFP<sup>&reg;</sup> - Financial Advisor

Gretchen C. Hollstein, CFP®

Partner, Director-Wealth Management, Wealth Advisor

Aspiriant / Wealth Management

50 California Street, Suite 2600
San Francisco, CA 94941
FINANCIAL ADVISOR'S WEBSITE
(415) 371-7816

General

Gretchen Hollstein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Aspiriant / Wealth Management in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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