PRFP

Welcome to Pinnacle Retirement & Financial Planning. PRFP is an independent, fee only, registered investment adviser and financial planning firm. Serving the life planning goals and wealth management needs of individuals and families in the San Francisco Bay Area since 1996. Nancy C. Tattersall, CFP enjoys helping Clients gain control over their financial lives while observing Clients attain greater quality of life through the fianncial planning process... PRFP is a client-centered financial planning practice. As the sole principal, Nancy C. Tattersall, CFP® began PRFP in 1996. Prior to starting her own financial planning practice, Nancy championed one of the first retirement learning centers for Fidelity Investments in Palo Alto, CA to serve a number of Fidelity Investment's Institutional Tax-Exempt Clients and their employees in higher education, healthcare, as well as, foundations in the San Francisco Bay Area... Pinnacle Retirement & Financial Planning, PRFPWhether your goal is..

Also known as: Pinnacle Retirement & Financial Planning

Primary location: San Rafael United States