Legacy Financial | San Francisco, CA

Total Hires: 1 time
Service Area: San Francisco, CA
Team Size: 1 employee
Business Duration: 3 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Venmo
Zelle

Services Offered

Service type

General financial planning
Retirement planning
Investment review
Life insurance review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

I am a licensed Financial Advisor (Series 65) and a fiduciary so you can rest assured my advice is being given in your best interest. Over 2 decades in the financial industry, has accrued my vast financial knowledge and experience in wealth creation, wealth management, portfolio management, tax efficiency, retirement planning, etc.

Throughout my 22+ years in the financial industry I have encountered hundreds of people who were not given the tools to make good financial decisions. That is my mission and the reason behind Legacy Financial Coaching. Whether you are just starting out, getting back on your feet, or are successful and want to make sure you are making the right financial decisions, I can help you.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Whitney Johnson
- Completed on 3/22/2023

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