Plan Financial - Investment Advisers

About Plan Financial

Plan Financial is the business name of Plan Life & Wealth Management, Inc., an investment adviser headquartered in Fresno, California. The firm reports $195.43 million in regulatory assets under management and has six employees. It is one of the investment advisers in California and appears in the directory of US investment advisers. The firm offers investment advisory services for individuals who are planning for retirement or other financial goals. It also provides institutional services to businesses and organizations of various sizes, and insurance services to help clients work through their insurance needs. The firm describes its approach as aligning clients' wealth with their personal lives, families and communities. The firm's about page names a partner who serves as a wealth manager and holds a master's degree in economics and the CRPC designation. The firm's website also includes educational articles on topics such as using retirement savings for college costs and key Social Security facts.

Key Facts

Assets Under Management

$195.43M

Employees

6

SEC File Number

801-112596