Bhutani-palmin Financial Planning LLC

Bhutani-palmin Financial Planning LLC (CRD# 138555) is a financial advisory firm headquartered in Oakland, 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
  • 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 Bhutani-palmin Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Neerja Bhutani
CRD#: 2575377
2309 Banbury Place, Walnut Creek, CA 94598
96
Wealthminder
score

Neerja Bhutani (CRD# 2575377) is an Investment Advisor Representative working at Bhutani-palmin Financial Planning LLC in Walnut Creek, CA and has over 21 years of experience in the finance industry. Neerja Bhutani 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.

2
Lydia Palmin
CRD#: 3106361
Oakland, CA
90
Wealthminder
score

Lydia Palmin (CRD# 3106361) is an Investment Advisor Representative working at Bhutani-palmin Financial Planning LLC in Oakland, CA and has 1 year of experience in the finance industry. Lydia Palmin 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.

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