Patricia (Trish) Soto [ChFEBC℠]
3478 Albantowne Way
PO Box58
Edgewood, MD 21040
Original Certification Date: 11/4/2011
ChFEBC℠ Number: 12011A1SP
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