Welcome to Ben-David Financial Planning. We are an independent, fee-only financial planning and investment advisory firm in Menlo Park, CA. Please take a moment to browse through our website, and learn more about our firm and its services. Feel free to contact us with any questions or comments or to schedule a free initial consultation.
http://www.bendavidfp.com/
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Ben-David Financial Planning
Dori Ben-David
318 P●●●●● Ave.
Redw●●●●City , California, 94061
United States
View this contact
Ben-David Financial Planning
Dori Ben-David
318 P●●●●● Ave.
Redw●●●●City , California, 94061
United States
View this contact
Ben-David Financial Planning
Dori Ben-David
318 P●●●●● Ave.
Redw●●●●City , California, 94061
United States
View this contact
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Ben-David Financial Plannning | bendavidfp.com Reviews
https://bendavidfp.com
Welcome to Ben-David Financial Planning. We are an independent, fee-only financial planning and investment advisory firm in Menlo Park, CA. Please take a moment to browse through our website, and learn more about our firm and its services. Feel free to contact us with any questions or comments or to schedule a free initial consultation.
bendavidfp.com
Ben-David Financial Plannning
http://www.bendavidfp.com/svs_ifp.htm
All of our client relationships start with creating an initial financial plan. This begins with a complimentary consultation to discuss your financial situation and determine the scope of the project. Once an agreement is signed, we will spend the following weeks gathering additional information via phone conversations and e-mail while working on the formulation of your plan. Your plan will address the various aspects of your financial life. These include but are not limited to:.
Ben-David Financial Plannning
http://www.bendavidfp.com/res_faq.htm
1) What exactly is "Financial Planning"? 2) How are you compensated for your services? 3) What is special about your method of compensation? 4) What is your investment philosophy? 5) If I don't have any assets, does financial planning still make sense for me? 6) How do I know when a financial planner is worth the expense? 7) Do I have to stay with your service for any length of time? 8) What if I only want a one-time financial plan, not ongoing financial planning? What exactly is "Financial Planning"?
Ben-David Financial Plannning
http://www.bendavidfp.com/abu_background.htm
Dori is an independent Certified Financial Planner (CFP ) practitioner, Registered Investment Advisor (RIA) and CTEC Certified Tax Preparer (CRTP). She has worked in the professional financial services industry since 1998. Dori began Ben-David Financial Planning with the goal of providing quality financial services to individuals in order to facilitate comfort and balance in their personal and financial lives.
Ben-David Financial Plannning
http://www.bendavidfp.com/for_disclosure.htm
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I am an actor, no job too small, no job too big. 2012-2015 Ben David Carlson.
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Ben-David Financial Plannning
Welcome to Ben-David Financial Planning. We are an independent, fee-only financial planning and investment advisory firm in Menlo Park, CA. Please take a moment to browse through our website, and learn more about our firm and its services. Feel free to contact us with any questions or comments or to schedule a free initial consultation.
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