WHOLISTIC WEALTH MANAGEMENT Trademark

Serial Number: 90672481

WHOLISTIC WEALTH MANAGEMENT is a trademark filed by Gutierrez, Alejandro on April 26, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Gutierrez, Alejandro (5 trademarks)

584 Castro Street #254
San Francisco, CA 94114-2594

Entity Type: 01

Trademark Details

Filing Date

April 26, 2021

Registration Date

Not Registered

First Use Anywhere

April 8, 2013

First Use in Commerce

April 8, 2013

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, investment planning; Financial advice, namely, budget planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning