No minimum level of assets. Annual fee includes preparation of individual tax return.
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
Rebecca Crandall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors in Corte Madera, CA and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - Enrolled Agent (EA)
Financial Advisor's Specialties
Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Corte Madera, CA area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.