TOP 10 Certified financial planner in Granite Bay, California

Kristin Cooper - Certified Mortgage Planner & Divorce Specialist is a finance institution located at 6085 Douglas Boulevard, Granite Bay, California, United States. The institution specializes in simplifying the mortgage financing process for clients looking to buy their dream home, offering personalized loan options that save time and money. As a Certified Mortgage Planning Specialist, Kristin is dedicated to helping clients achieve their homeownership goals and create long-term wealth. Clients have praised Kristin and her team for their exceptional support, valuable information, and expertise in the VA home loan process. They provide outstanding mortgage planning support, from initial consultation to final paperwork, ensuring a smooth and successful home buying experience. Kristin and her team are known for their responsiveness, knowledge, and solution-oriented approach, providing wrap-around services to support clients every step of the way. With their guidance, clients can confidently navigate the mortgage financing process and secure the keys to their new residence.

Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is a reputable financial institution located at 8780 Auburn Folsom Road in Granite Bay, California, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Bob McMahon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.