Berit Suba, MBA,CFP

San Francisco, Estados Unidos

5

1 opinión

Contacto

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Teléfono:
+1 415-395-2432
Dirección:
555 California Ste 2300, San Francisco, CA, 94104
entre Spring St y Kearny St
Financial District
Paradas y estaciones de transporte público cercanas:
190 mSacramento St & Kearny St
220 mBig Bus Tours Stop 17, China Town
220 mSacramento St & Montgomery St
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Hoy

Hoy –
Horario local (San Francisco) 8:08 miércoles, 23 de abril de 2025

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1 opinión sobre Berit Suba, MBA,CFP

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Tu valoración: 5
San Francisco, CA
Seeing Berit for Financial Planning brought to mind a recent date I went on. The guy showed up in a van, wearing leather pants and platform Kiss boots. This would have been fine if we had both not entered our 40s. When I got home, I immediately weeded out my closet of leather pants and other age inappropriate clothing, and hauled them to Goodwill.
With my closet in order, I finally turned my attention to my money. Berit saw I had the same high-​risk investment plan that I had at 25. She very gently advised me to put the proverbial Kiss boots on the curb, and she developed a age appropriate plan and that will be much better to handle any market corrections. She knows her stuff, has a very no-​pressure approach, really cares about her clients future, and makes time to answer all questions. Highly recommended!