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Pro Bono and reduced cost

Wealth Cairn provides reduced-cost and free, no-strings-attached, financial advice to underserved people in a variety of topics. Pro bono financial coaching helps people take control of their financial lives and has a positive impact on individuals, families and communities — and fulfills our vision to be a contributing member of our society.

families

organizations

Wealth Cairn financial coaches can provide your organization with a variety of services to help propel you to the next level of accomplishments.  This include consulting of a fitting retirement plan, providing financial coaching for your employees or membership or the community you serve.

family qualifications

For individuals and families you must be low income or in-transition and have actual need.  Evaluation is case by case. 

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Inquire by complete contact form below.

Ready to make a difference in your finances?  Talk to a coach at 408-520-1518

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Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

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Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

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Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.  Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system.  Wealth Cairn and its advisors do not offer legal or tax advice.  Please consult an attorney or a Certified Public Accountant for legal and tax advice.

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CA Ins lic 0E19513.

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This website is reviewed by regulators for advertising compliance.  References to FINRA, SEC and other security regulators does NOT imply that Wealth Cairn is approved, sponsored or recommended by the regulators.

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