Mr. Roger Ma, CFP®
Year CFP® Certification Received: 2016
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Planning, Life Planning, Planning for Couples, Real Estate, Retirement Planning
Typical Client Profile
Average Net Worth: None Provided
Average Income: None Provided
Average Age: 45-54, 35-44, 25-34
Profession: None Provided
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