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

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