Emily Taken-Vertz, CFP
Bingham, Osborn & Scarborough, LLC
Certified Financial Planner in Redwood City, CA
Address:203 Redwood Shores Pkwy Ste 510
Redwood City, CA 94065
About Emily Taken-Vertz
Emily Taken-Vertz is a financial professional at Bingham, Osborn & Scarborough, LLC located in Redwood City, California. Emily Taken-Vertz 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
Emily Taken-Vertz 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:
Emily Taken-Vertz203 Redwood Shores Pkwy Ste 510
Redwood City, CA 94065
Phone Number:
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Website:
https://www.bosinvest.com
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