> Tricia Drago

Tricia Drago

  • Firm: NewRetirement, Inc.
  • Location: San Francisco, CA
  • Years of Industry Experience: 20
  • Website
 

Description

Current customer service and client relationship manager for NewRetirement.

Areas of Expertise

  • Cashflow Management
  • Holistic Financial Planning
  • Small Business Planning
  • Reverse Mortgages
  • Tax Planning and Preparation
 
 
 

States Served ?

Serves
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

Not currently registered

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