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(855)-515-5896 ext.105

info@laketahoewealthmanagement.com

US Meeting Locations

• Folsom: 101 Parkshore Drive,

Suite 100, Folsom, CA 95630
• Gold River: 2377 Gold Meadow Way,

Suite 100, Gold River, CA 95670
• Sacramento: 3550 Watt Avenue,

Suite 140, Sacramento, CA 95821
• Sacramento: 120 I Street

Sacramento, CA 95814
• South Lake Tahoe: 1001 Heavenly

Village Way, South Lake Tahoe, CA

95615
• Virtually via: Zoom and RingCentral

US Planner Locations:

Greater Sacramento Area

Melbourne, Florida
Minneapolis, MN

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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