Michael S. Ginsberg, Cfp, LLC

Michael S. Ginsberg, Cfp, LLC (CRD# 161151) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $25,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Michael S. Ginsberg, Cfp, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Ginsberg
CRD#: 5560169
2950 Buskirk Ave., Suite 150, Walnut Creek, CA 94597
84
Wealthminder
score

Michael Ginsberg (CRD# 5560169) is an Investment Advisor Representative working at Michael S. Ginsberg, Cfp, LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry. Michael Ginsberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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