TOUCHSTONE FINANCIAL PLANNING
Firm details
- Headquarters
- TORRANCE, California
- CRD number
- 132010
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Touchstone Financial Planning operates as a sole proprietorship, focusing primarily on providing financial planning services. The firm is owned by an individual and does not classify itself as a capital allocator. Touchstone Financial Planning does not engage in active Environmental, Social, and Governance (ESG) investing and does not operate as a multi-state adviser. The firm is structured to charge clients on an hourly basis for its advisory services, which are centered around comprehensive financial planning.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1DAWN STRACHAN
Personal Wealth AdvisorCRD 4323197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TORRANCE, CA
LOS ANGELES
Location
TORRANCE, CA
Headquartered in TORRANCE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 3838 W Carson St
- Time zone
- PT (UTC-8)
- Office locations
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