Julia Cheng, CFP
Julia Cheng Wealth Management & Estate Planning, Inc.
Certified Financial Planner in San Diego, CA
Address:PO Box 881615
San Diego, CA 92168
About Julia Cheng
Julia Cheng is a financial professional at Julia Cheng Wealth Management & Estate Planning, Inc. located in San Diego, California. Julia Cheng 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
Julia Cheng 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:
Julia ChengPO Box 881615
San Diego, CA 92168
Phone Number:
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Website:
http://www.juliacheng.org
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