Fiduciary

Coffeehouse Capital | Fee-Only Financial Planning and Wealth Management

Fresno, California

★ 5.0 (1 reviews)
Call (559) 500-2277 Visit website →

About

Coffeehouse Capital is a fee-only registered investment advisor in Fresno, California, providing financial planning and investment management. The firm serves clients in retirement planning, small business wealth management, and general wealth management, with team members holding CFP certification. Services are delivered on a fiduciary basis, and the firm conducts business in English and Spanish.

Specialties

Investment Management Retirement Planning Small Business Wealth Management

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English, Spanish
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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