Better Planning Better Life Inc.
Firm details
- Headquarters
- Seal Beach, California
- CRD number
- 343636
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Better Planning Better Life Inc. is a California-based corporate advisory firm owned by an individual and state-registered in California. The firm focuses on delivering financial planning and portfolio management for individuals and small businesses, and it lists pension consulting services and educational seminars/workshops among its core advisory activities. Its fee arrangements are flexible, including asset-based fees, hourly charges, and fixed-fee engagements. The firm indicates an affiliation with an insurance company, which may reflect a distribution or product relationship for insurance-based solutions. It does not identify itself as an active ESG investor and is not described as a capital allocator or a multi-state adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jonathan West
Financial PlannerCRD 6701860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seal Beach, CA
Orange
Location
Seal Beach, CA
Headquartered in Seal Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 311 Main St
- Time zone
- PT (UTC-8)
- Office locations
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