About Company

Kerr Wealth Management (operating under Kerr Financial Planning Corporation) is a Fresno, CA fee-only, SEC-registered investment advisory firm that provides fiduciary financial planning, wealth and investment management, retirement plan advisory services, tax-aware planning and specialized Physician Wealth Services; Kerr Wealth Management emphasizes transparent pricing, a team-based approach, personalized financial roadmaps and custodial relationships with Charles Schwab while offering additional services through affiliated entities (Kerr Retirement Services and Kerr Insurance Brokers) to support businesses and individuals in pursuing long-term financial goals.

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