Jim Urda, CFP
URDA WEALTH MANAGEMENT, INC.
Certified Financial Planner in San Ramon, CA
Address:18 Crow Canyon Ct STE 390
San Ramon, CA 94583
About Jim Urda
Jim Urda is a financial professional at URDA WEALTH MANAGEMENT, INC. located in San Ramon, California. Jim Urda 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
Jim Urda 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:
Jim Urda18 Crow Canyon Ct STE 390
San Ramon, CA 94583
Phone Number:
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Website:
http://www.jimurda.com/
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