Golden Bear Financial Planning

Golden Bear Financial Planning (CRD# 128772) is a financial advisory firm headquartered in , . They manage $9,630,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $418,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Golden Bear Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Richard W. Ward
CRD#: 4720758
Rocklin, CA

Richard Ward (CRD# 4720758) is an Investment Advisor Representative working at Golden Bear Financial Planning in Rocklin, CA and has over 22 years of experience in the finance industry.

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