FINANCIAL PLANNING CENTER

Overview

Financial Planning Center operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm is structured as a sole proprietorship and is owned by an individual, which allows for a personalized approach to financial planning and portfolio management. Their services encompass a range of activities, including financial planning, portfolio management for both individuals and small businesses, and educational seminars. Although the firm does not engage in capital allocation or ESG investing, it does provide insurance brokerage services, enhancing its offerings to clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices