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Christmas without Cash Cathedral City CA

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Cathedral City, CA. We have compiled a list of businesses and services around Cathedral City, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Robert Machado
Compass Rose Financial Planning
(760) 321-5305
5 San Marino Circle
Rancho Mirage, CA
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Middle Income Client Needs, College/Education Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA, MSFP

William Bengen
Bengen Financial Services, Inc.
(619) 240-7349
47790 Via Jardin
La Quinta, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. Bryan S. Kocen, CFP®
(760) 324-4015
35900 Bob Hope Dr Ste 202
Rancho Mirage, CA
Firm
The Kocen Financial Group
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. John W. Kelly, CFP®
(760) 836-3093
71-703 Highway 111
Rancho Mirage, CA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable



Data Provided By:
Mr. Harvey R. Schneider, CFP®
74528 Stage Line Dr
Thousand Palms, CA
Firm
Harvey R. Schneider, MSBA, EA,
Areas of Specialization
Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Glenn Woody
Glenn Woody Financial Consultants, Inc.
(760) 771-3734
55-365 Riviera
La Quinta, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Robert T. Machado, CFP®
(760) 321-5305
5 San Marino Circle
Rancho Mirage, CA
Firm
Compass Rose Financial Planning
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Rick Labare, CFP®
(888) 228-5631
44 Princeton Dr
Rancho Mirage, CA
Firm
RBC/UNION CAPITAL
Areas of Specialization
Retirement Income Management

Data Provided By:
Mrs. Maria S Kiner, CFP®
(760) 324-3360
70177 HIGHWAY 111
RANCHO MIRAGE, CA
Firm
The Kiner Consulting Group

Data Provided By:
Mr. Paul M. League, CFP®
(800) 482-5347
P.O. Box 11800
Palm Desert, CA
Firm
League Financial & Insurance Services / League Financial Services
Areas of Specialization
Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
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