Constance Herrstrom (BS, CFP®, MBA)
Constance Herrstrom focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Cash flow analysis, Retirement planning, Investment planning, Insurance analysis and risk management, Estate planning, Asset allocation, Portfolio design, and College funding.NAPFA Start Date
May 23, 1996