Mary R. Doll,  CFP<sup>&reg;</sup> - Financial Advisor

Mary R. Doll, CFP®

Financial Planner

ETI Financial Group

919 Loma Vista Pl
Santa Paula, CA 93060
(805) 933-5977

General

Mary Doll is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ETI Financial Group in Santa Paula, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth, Women's Finances

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