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Advisor Detail

Rose DeFrank

Rose DeFrank

Designation: CFP®,CSLP®
Languages: English
WealthFD is a boutique comprehensive Financial Planning firm tailored to the needs of Dentists and Dental Specialists. We specialize in student loan, tax, and cash flow planning.

Contact Information

2929 Arch Street, Suite 1700
Business Phone:
215-671-6660
City: Philadelphia
State: PA
Zipcode: 19104
Business Name:
WealthFD

Business Information

WealthFD is a boutique comprehensive Financial Planning firm tailored to the needs of Dentists and Dental Specialists. We specialize in student loan, tax, and cash flow planning.

Disclaimer:
Focus Areas:
Comprehensive financial planning, Budget & debt management, Estate planning, Personal Taxes, Student loans, Investment management
License:
FINRA: 7236293
Other License:
CFP 467828
How I Charge:
Flat Fee
CSLP Issue Date:
April 22, 2021
CSLP Expiry Date:
April 22, 2025

© 2016-2024 CSLA Institute Board of Standards. All Rights Reserved.

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