Applied Financial Planning, Inc.

Applied Financial Planning, Inc. (CRD# 136834) is a financial advisory firm headquartered in Irvine, 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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Applied Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William C. Oconnor
CRD#: 1263364
100 Pacifica #400, Irvine, CA 92618

William Oconnor (CRD# 1263364) is an Investment Advisor Representative working at Applied Financial Planning, Inc. in Irvine, CA and has over 32 years of experience in the finance industry.

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