Jeffrey Muhle (CRD# 2861830) is an Investment Advisor Representative working at Financial Planning Concepts, Inc. in Manhattan Beach, CA and has 1 year of experience in the finance industry. Jeffrey Muhle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Planning Concepts, Inc. | Manhattan Beach, CA | Jul 1995 - Current | 28 |
| The Aerospace Corporation | El Segundo, CA | Jan 1987 - Current | 37 |
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Total Assets Under Management17MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$825,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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