Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®

DABK Financial Planning Services in El Cerrito, CA, offers affordable and conflict-free financial planning advice, specializing in topics such as renting versus buying, budgeting, tax planning, and retirement funding adequacy analysis. Their advisor, a Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), follows the fiduciary standard of care, prioritizing the client's interests above all else. With a commitment to serving all individuals, regardless of wealth or investment assets, DABK provides independent financial guidance on topics like risk analysis, insurance coverage review, and investment portfolio management. Their holistic approach integrates life planning with financial advice to help clients achieve their non-financial goals alongside financial well-being.Generated from the website

High net worth private client services, Wealth Management, Investment Strategy and Advisory, Business Planning, Retirement Planning, Asset Protection, Tax Strategy, Estate Planning Strategy and etc.