Berit Suba, MBA,CFP

San Francisco, États-Unis

5

1 avis

Contacts

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Téléphone :
+1 415-395-2432
Adresse :
555 California Ste 2300, San Francisco, CA, 94104
entre Spring St et Kearny St
Financial District
Arrêts et stations de transports en commun proches
190 mSacramento St & Kearny St
220 mBig Bus Tours Stop 17, China Town
220 mSacramento St & Montgomery St
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Carte

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Aujourd'hui

Aujourd'hui –
Heure locale (San Francisco) 08:19 mercredi 25 juin 2025

Horaires d'ouverture

lundi –
mardi –
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jeudi –
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samedi –
dimanche –

Alentours

Près de cet endroit :
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Clayton Vandenbossche - Merrill Lynch Wealth Management
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California Vegas Promotions
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1 avis sur Berit Suba, MBA,CFP

Pas d'inscription demandée
Évaluation du lieu : 5
San Francisco, CA
Seeing Berit for Financial Planning brought to mind a recent date I went on. The guy showed up in a van, wearing leather pants and platform Kiss boots. This would have been fine if we had both not entered our 40s. When I got home, I immediately weeded out my closet of leather pants and other age inappropriate clothing, and hauled them to Goodwill.
With my closet in order, I finally turned my attention to my money. Berit saw I had the same high-​risk investment plan that I had at 25. She very gently advised me to put the proverbial Kiss boots on the curb, and she developed a age appropriate plan and that will be much better to handle any market corrections. She knows her stuff, has a very no-​pressure approach, really cares about her clients future, and makes time to answer all questions. Highly recommended!