Altitude Financial Planning

Altitude Financial Planning (CRD# 151811) is a financial advisory firm headquartered in Big Bear Lake, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Altitude Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Lisa A. Patterson
CRD#: 3233520
Big Bear Lake, CA
93
Wealthminder
score

Lisa Patterson (CRD# 3233520) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 17 years of experience in the finance industry.

2
Sandra D. Senft
CRD#: 5746504
Big Bear Lake, CA
93
Wealthminder
score

Sandra Senft (CRD# 5746504) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 6 years of experience in the finance industry.

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