Amanda Walker, CFP
Concentric Wealth Management
Certified Financial Planner in Lafayette, CA
Address:251 Lafayette Cir Ste 200
Lafayette, CA 94549
About Amanda Walker
Amanda Walker is a financial professional at Concentric Wealth Management located in Lafayette, California. Amanda Walker holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Amanda Walker provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Amanda Walker251 Lafayette Cir Ste 200
Lafayette, CA 94549
Phone Number:
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Website:
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