Eva C. Soares

SOARES FINANCIAL

Napa, CA 94559

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CRD#: 4522667

Professional summary

Eva Colleen Soares, CFP®, who also goes by Colleen Soares, Colleen Wills, is a registered financial advisor currently at SOARES FINANCIAL, INC. located in Napa, California.

Eva is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eva has worked at 1 firm .

Biography

Website Address: www.soaresfinancial.com

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Tax Planning

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Colleen Soares | Colleen Wills

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eva Colleen Soares's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 16, 2013 - Present

SOARES FINANCIAL, INC.

Office #1: 1832 Socol Ave., #106, Napa, CA 94559

RIA

CRD#: 120056

Napa, CA

Past

June 3, 2002 - December 31, 2012

SOARES FINANCIAL, INC.

RIA

CRD#: 120056

NAPA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SOARES FINANCIAL, INC.

SOARES FINANCIAL ADVISORY SERVICES, INC. | SOARES FINANCIAL, INC.

CRD#: 120056 / SEC#:

California

Registered Investment Advisory firm - (6/3/2002 Approved)

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Contact information

Main Address

1832 Socol Ave. #106, Napa, CA 94559

Mailing Address

P.o. Box 344, Napa, CA 94559

Phone number

(707) 255-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 19,553,640

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Eva C. Soares

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eva Colleen Soares's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOARES FINANCIAL, INC.

SOARES FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Current Firm

SOARES FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOARES FINANCIAL, INC.

TRUST BUT VERIFY

Contact information

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