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Melissa Tosetti of The Savvy Life teams with Financial Advisors offering day-to-day financial education and counseling to their clients. The following is a directory of advisors that currently work with Melissa.
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Alexey Bulankov, CFP®, ChFC®, CLU®, EA |
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McCarthy Asset Management, Inc.
3 Lagoon Drive, Suite 155
Redwood Shores, CA 94065
(650) 610-9540
McCarthy Asset Management, Inc. is a full service, CPA-based investment advisory firm providing portfolio management and financial planning services”. |
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VitaVie Financial Planning
195 Moulton Street Suite 102
San Francisco, CA 94123
(415) 409-6402
Kristin works with expectant parents and families with young children to help them eliminate financial anxiety and proactively plan for their family's future. |
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Maggie Kulyk and Associates
A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
2786 N. Decatur Road, Suite 260
Decatur, GA 30033
404.294.8280
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Maggie Kulyk and Associates is a holistic wealth management practice providing wisdom and guidance to clients on their path to financial wellbeing. |
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McCarthy Asset Management, Inc.
3 Lagoon Drive
Suite 155
Redwood Shores, CA 94065
(650) 610-9540
McCarthy Asset Management, Inc. is a full service, CPA-based investment advisory firm providing portfolio management and financial planning services.
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Roman Quisol III, CFP®, ChFC®, CRPC® |
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An Ameriprise Platinum Financial Services ® practice
433 Airport Blvd. Suite 102
Burlingame, CA 94010
(650) 288-3978
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.ameripriseadvisors.com/roman.f.quisol
Roman specializes in retirement income strategies that would eventually replace ones paycheck. His clients hire his services in the areas of wealth preservation, cash flow management and tax reduction and investment planning.
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Sandra Wales, MBA, CMA, CFP® |
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Wales Investments
2055 Junction Avenue, Ste. 100
San Jose, CA 95131
(408) 944-9176
Wales Investments is a comprehensive Wealth Management Company. We offer financial planning, investment management and tax preparation. We specialize in Corporate retirement, executive stock options, retirement in general and divorce planning. |
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Directory 
