Audrey  Grubman,  CFP<sup>&reg;</sup> - Financial Advisor

Audrey Grubman, CFP®

Parkside Advisors LLC

2040 Bancroft Way, Suite 300
Berkeley, CA 94704
(510) 883-1350

General

Audrey Grubman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkside Advisors LLC in Berkeley, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Retirement, Startup, Sudden Wealth, Nontraditional Households, Personal Taxes

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