Patricia D. Soto (Trish) [ChFEBC℠]
3478 Albantowne Way or
PO Box 58
Edgewood, MD 21040
Original Certification Date: 11/4/2011
ChFEBC℠ Number: 1P10S11A2
Organization: My Shepard Financial
Broker Dealer: Cambridge
Phone: 443-372-5148
Cell: 410-652-9742
Fax: 443-587-4182
Email: trish@myshepardfinancial.com
States Currently Licensed: MD, PA, WA, DC, VA, NC, SC, GA, FL, AZ, OH, DE, CA
State Insurance License #: 162267
CRD #: 4405588
Primary Insurance: Banner, American General, Athene
Primary Investment: Vanguard, Fidelity, Invesco, Franklin and so many more
Services: Comprehensive financial planning and written plans, retirement planning
Additional Information: Almost 23 years of experience working with military, federal employees and gov’t contractors