Investa Financial Planning Launches in Bay Area by Founder Andrew Kessler, CFP®, MBA
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Wednesday, March 22, 2023
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LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.
Key Points:
- LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.
- Investa Financial Planning is a firm predicated on the value of service, realistic advice, and goals-based investing.
- The name "Investa" is derived from a combination of Roman Mythology and elements of the financial industry.
- Kessler is a CERTIFIED FINANCIAL PLANNER™ and has spent the last decade serving clients in the financial services industry.