Boonseon Gudmundsen (CFP®)
Boonseon Gudmundsen focuses in the
following client markets or areas of practice:
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Business Owners
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
I specialize in retirement planning including for small business owners and self employed individuals. Additionally I offer comprehensive planning for both financial planning and investment clients with holistic view of their long term goals.Additional Information
No two clients' circumstances are the same. The best part of my job is that by helping them with their finances, I help my clients live their dream. It may be working with the poor, sending kids to college, traveling or having a comfortable retirement.
I enjoy offering educational seminars to any small groups from high school kids to professional associations. I passionately believe that an average American consumer could use more knowledge when it comes to personal finances.
NAPFA Start Date
November 11, 2010
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