Hi All,

Does anyone have any recommendations for a financial planner?  I don’t want someone who just works off of established templates or out of a “cook book” but rather would like someone who listens and thinks on a customized to the client basis.

Thanks,

Michael

My name is Sharon Dove.  I am a CFP and an independent Registered Investment Advisory Firm registered in California.  I am not retail per se, and work with private clients on a customized basis.  I’d be happy to chat with you on the phone to see if we may be a fit.  My phone # is 800-303-3168.

I have been using Wells Fargo Bank in HMB. Ask for Warren Barmore his direct# is 752-0444. He works personally at the Half Moon Bay Branch every thursday, other times he is in Palo Alto. I hope he comes back here again full time soon. He has lived on the coast for eons. He has made my investments and I am pleased. He listens and puts on the table what I asked for and has not failed yet. I even made $$$ with his recommendations when market was down..
Give him a try I recommend him highly
Good luck
Wolfgang

Thanks, Wolfgang.

Hi…

I’ve been using Anne Niesen from Financial Alternatives in San Mateo for many years.  While she’s over the hill, she actually lives in HMB.

—Linda