Patricia (Trish) Soto

Patricia (Trish) Soto [ChFEBC℠]

3478 Albantowne Way
PO Box58
Edgewood, MD 21040

Original Certification Date: 11/4/2011

ChFEBC℠ Number: S0P11211A

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, DE, PA, VA, SC, NC, AL, FL, AZ, OH, GA , WA, CA, TX, VA, DC

State Insurance License #: 162267

CRD #: 4405588

Primary Insurance: Nationwide, American General, Lincoln

Primary Investment: Fidelity, Invesco, Vanguard, Franklin Templeton

Services: Comprehensive financial planning with a written financial plan

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