REMEDIOS FINANCIAL PLANNING

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
269824
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Remedios Financial Planning operates as a small, independent sole-proprietor advisory practice focused on delivering client-facing financial planning and investor education rather than acting as a traditional asset manager. The firm’s business model centers on hourly and fixed-fee engagements aimed at individuals and families, and it supplements one-on-one planning with educational seminars and workshops. Remedios Financial Planning is not structured as a capital allocator or pension consultant and does not identify as an active ESG investor. The practice appears oriented toward comprehensive planning and guidance—helping clients build and implement plans—rather than running in-house investment strategies or managing pooled client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CHRISTINE REMEDIOS

    PrincipalCRD 6519405

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth