Kimberly Terry, CFP®, AIF

CONNECT

Address:

2323 Broadway
Oakland, CA 94612

Phone:

510-788-4071

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck