FINANCIAL LIFE PLANNERS LLC

FINANCIAL LIFE PLANNERS
PHOENIX, Arizona·2 registered advisors·CRD# 129415
SEC# 801-1278881480-477-8530
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL LIFE PLANNERS LLC

2 registered advisors
Cynthia Kay Fick
PHOENIX, Arizona
Gina Giachetti Wight
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL LIFE PLANNERS LLC (CRD# 129415) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.