Corrine Fields is a registered investment advisor at Willow Creek Financial, based in San Diego, CA, with 18 years of industry experience. Corrine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 217 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9820 Willow Creek Road, Suite 210, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Willow Creek Financial
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.