Donita Baze (CFP®)
Donita Baze focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
NAPFA Start Date
December 04, 2020