Bugra Bakan (CFP®)

Bugra Bakan focuses in the
following client markets or areas of practice:

  • AUM
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Retirement planning, investment management, financial coaching, comprehensive financial planning

NAPFA Start Date

September 14, 2021


This Office

648 Chenery St San Francisco, CA 94131-3034 Phone: (650) 409-3888