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Bernie Cfp® Smit

Certified Financial Planner & Partner at Walnut Creek Wealth Management

Bernie Cfp® Smit is the Certified Financial Planner & Partner at Walnut Creek Wealth Management based in United States.

Get Bernie Cfp® Smits Contact Info

Contact Information

Business Email
****@walnutcreekwealth.com
Personal Email
****@****.***
Direct Phone
+1 92********
Location
United States

Current Workplace

Headquarter

United States

Employee

2 - 10

Founded in

-

Industry

Financial Services

Speciality

Retirement Planning, Financial Planning, Investment Planning, Tax Planning

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View Colleagues

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Debbie Pursey Cfp® Mba

Certified Financial Planner & Managing Partner

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Damien Cfp® Couture

Certified Financial Planner & Partner

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Maria Bautista

Research Analyst

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Katie Herron

Client Service Liaison

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Frequently Asked Questions regarding Bernie Cfp® Smit

What company does Bernie Cfp® Smit work for?

Bernie Cfp® Smit works for Walnut Creek Wealth Management.

What is Bernie Cfp® Smit’s email address?

Bernie Cfp® Smit’s email address is ****@walnutcreekwealth.com

What is Bernie Cfp® Smit’s direct phone number?

Bernie Cfp® Smit’s direct phone number is +1 92********

Which industry does Bernie Cfp® Smit work in?

Bernie Cfp® Smit works in the industry of Investment Management.

What is Bernie Cfp® Smit’s role in Walnut Creek Wealth Management?

Bernie Cfp® Smit’s role in Walnut Creek Wealth Management is Certified Financial Planner & Partner

What is Bernie Cfp® Smit’s business email address?

Bernie Cfp® Smit’s business email address is ****@walnutcreekwealth.com

What is Bernie Cfp® Smit’s HQ phone number?

Bernie Cfp® Smit’s HQ phone number is +1 92********

Who are Bernie Cfp® Smit’s colleagues?

Bernie Cfp® Smit colleagues are Debbie Pursey Cfp® Mba,Damien Cfp® Couture,Maria Bautista,Katie Herron.