Sara Farner

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Sara
Last name
Farner
Professional/Academic Designation(s) (for Badge)
CFP
Company
Morgan Stanley
Position/Title
Financial Advisor
Phone
925-930-3840
 

Member Profile

Membership Categories
  • Certified Financial Planner (CFP)
Years of Experience
25
Statement of Involvement in Estate Planning
Work with clients to develop financial plans that work in conjunction with their estate plan.
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