Matthew Sanford [ChFEBC℠]
1212 El Camino Real
Suite H #105
San Bruno, CA 94066
Original Certification Date: 4/15/2023
ChFEBC℠ Number: 50S03SJ32
Organization: Balanced Plan Financial
RIA: Balanced Plan Financial
Phone: 415-706-4168
Cell: 415-706-4168
Fax: 877-865-7564
Email: matt@balancedplanfinancial.com
Website: www.balancedplanfinancial.com
States Currently Licensed: AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WY
State Insurance License: 0M32847
CRD #: 7507754
Primary Insurance: Penn Mutual, Allianz, National Life, Multiple
Primary Investment: Schwab
Services: Comprehensive financial planning, including investing, life insurance protection, estate organization, pension maximization, retirement income planning
Additional Information: Multi-state advising, my personal office is based in the SF Bay area