Hi Parents- we’re looking for recommendations for a financial planner / advisor. We have a second child on the way, own property in the Bay Area, and are relocating for a short-term work assignment to Europe, so seeking to update our financial plans and investments. The individual does not necessarily need to reside in the bay area, but it would be helpful if they understand our high housing costs, childcare & college costs, and California taxes as part of planning. Would really appreciate any recommendations- thank you!
Mar 1, 2023
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