Charles Ho (CFP®)

Charles Ho focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

NAPFA Start Date

May 08, 2018

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This Office

102 Wild Way Ct Folsom, CA 95630-4960 Phone: (916) 758-2043