Prentice Financial Planning, LLC

www.prenticefp.com

Prentice Financial Planning, LLC is an independent firm offering comprehensive financial planning to a select group of individuals, families, and businesses in the Pacific Northwest and around the country. Our mission is become our clients’ “personal CFO” by partnering with them to identify what is most important in their financial lives while designing and implementing a tailored plan to achieve their goals. Our commitment to this mission is defined by our three core principles of a planning approach, comprehensive guidance and attentive service. Our goal for every single client relationship is to instill a sense of confidence, comfort, and assurance. Prentice Financial Planning, LLC “PFP” is a registered investment adviser in the State of Washington and Oregon. PFP may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation is prohibited and will not be made without registration or exemption.

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Prentice Financial Planning, LLC is an independent firm offering comprehensive financial planning to a select group of individuals, families, and businesses in the Pacific Northwest and around the country. Our mission is become our clients’ “personal CFO” by partnering with them to identify what is most important in their financial lives while designing and implementing a tailored plan to achieve their goals. Our commitment to this mission is defined by our three core principles of a planning approach, comprehensive guidance and attentive service. Our goal for every single client relationship is to instill a sense of confidence, comfort, and assurance. Prentice Financial Planning, LLC “PFP” is a registered investment adviser in the State of Washington and Oregon. PFP may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation is prohibited and will not be made without registration or exemption.

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Country

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State

Washington

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City (Headquarters)

Olympia

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Employees

1-10

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Founded

2017

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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