AdvisorFind from

Advisor Listing
Contact this advisor
Joseph Alfonso, CFP, EA, RICP
Aegis Financial Advisory
Location:Lake Oswego, OR, 97035
Experience:8+ years of experience
Minimum portfolio requirement
(including stock grants):
Fee structure(s):Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Equity Comp. Planning
Please read the terms and conditions of the service before continuing.
Contact this advisor