John F. Mullen, II CFP<sup>&reg;</sup> - Financial Advisor

John F. Mullen, II CFP®

CLU

Perseus Wealth

1040 Adrienne Dr
Alamo, CA 94507-2405
(925) 938-2800

General

John Mullen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Perseus Wealth in Alamo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AIF

Insurance Licenses

  • Life insurance: MA,MI
  • Health/disability insurance: MA,MI
  • Fixed annuities: MA,MI
  • Variable annuities: MA,MI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

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Helpful Financial Planning Resources