Marilyn  Plum
Marilyn Plum

EP Wealth Advisors

(925) 283-2201

Contact Me

www.epwealth.com

Fee-Only Financial Planner serving the Lafayette, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

250 Lafayette Cir
Ste 2013
Lafayette, CA

Marilyn Plum is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Marilyn Plum is a Fee Only Financial planner in Lafayette, CA. Marilyn Plum is a NAPFA-Registered Financial Advisor.