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Christmas without Cash Santa Fe NM

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Santa Fe, NM. We have compiled a list of businesses and services around Santa Fe, 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.

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Martinez
141 E. Palace Ave
Santa Fe, NM
Company
Title: Financial Advisor
Company: UBS Financial Services
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
J.D., Boalt Hall School of Law, Berkeley, CA
B.A., U.C. Berkeley, Berkeley, CA
Years Experience
Years Experience: 8
Service
Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succe

Data Provided By:
Michelle R. Parker, CFP®
(505) 946-5932
121 Sandoval Street
Santa Fe, NM
Firm
Wells Fargo Advisors

Data Provided By:
Ms. Kathleen N. Reyes, CFP®
(505) 665-5115
4421 Autumn Leaf Ln
Santa Fe, NM
Firm
Kathleen N. Reyes, C.P.A., C.F.P.

Data Provided By:
Jennifer A. Goodman, CFP®
(505) 986-2818
2011 Botulph Rd Ste 200
Santa Fe, NM
Firm
Financial Network Investment Corp
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Keith M. Fallis, CFP®
(505) 989-5106
141 E. Palace Ave.
Santa Fe, NM
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Ms. Lisa A Mason, CFP®
(505) 992-1150
300 Galisteo St
Santa Fe, NM
Firm
Ameriprise Financial Services,
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management

Data Provided By:
Thomas Martin, CFP®
(505) 474-7526
2801 Rodeo Rd Ste D
Santa Fe, NM
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Thomas G. Bustamante, CFP®
(505) 231-4607
2700 Via Venado
Santa Fe, NM
Firm
Bustamante Financial Planning, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
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