Lia  Bertelson,  CFP<sup>&reg;</sup> - Financial Advisor

Lia Bertelson, CFP®

Adviser

Together Planning

599 W. Crossville Road, Suite 107
Roswell, GA 30075
FINANCIAL ADVISOR'S WEBSITE
(470) 443-1808 CONNECT WITH Lia
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General

Lia Bertelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Together Planning in Roswell, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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