Lois A. Springsteen,  CFP<sup>&reg;</sup> - Financial Advisor

Lois A. Springsteen, CFP®

EA

226 West Ave
Santa Cruz, CA 95060
(831) 425-2939

General

Lois Springsteen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Santa Cruz, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Life Planning

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