Claudia Cypher Kane,  CFP<sup>&reg;</sup> - Financial Advisor

Claudia Cypher Kane, CFP®

Financial Advisor

Raymond James

2200 B Douglas Blvd, Suite 150
Roseville, CA 95661
FINANCIAL ADVISOR'S WEBSITE
(916) 773-6700

General

Claudia Kane is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CPWA, CDFA, ADPA, CIMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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