San Francisco

United States of America

Director

Professional Details

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John McNertney, CFP®, GFP (USA)

Freestone Capital Management

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Specialties:

Inbound/Outbound planning, Business Owner Planning, Global Investment Management, Life Planning and Financial Transition Management

Business Description:

Comprehensive Wealth Management: Investments, Retirement Planning, Cash Flow Planning, Tax Planning, Estate Planning, Debt Management and access to unique Private Equity investments

Highest Degree

Bachelor's

Institution

University of Iowa

Countries of Focus

Portugal, the United States

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