Life Planning Partners Inc

www.lifeplanningpartners.com

Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER™ professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.

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Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER™ professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.

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Country

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State

Florida

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City (Headquarters)

Jacksonville

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Employees

1-10

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Founded

2004

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Founder

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

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Administrative Assistant

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

Technologies

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