Chesapeake Financial Planning

Chesapeake Financial Planning (CRD# 121822) is a financial advisory firm headquartered in Annapolis, MD. 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
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

MD

Financial Advisors at Chesapeake Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Norma E. Finkner
CRD#: 1334291
588 Bellerive Rd, Suite 1c, Annapolis, MD 21409
93
Wealthminder
score

Norma Finkner (CRD# 1334291) is an Investment Advisor Representative working at Chesapeake Financial Planning in Annapolis, MD and has over 25 years of experience in the finance industry. Norma Finkner 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
Elizabeth M. Bennett
CRD#: 5589525
588 Bellerive Rd, Suite 1c, Annapolis, MD 21409
71
Wealthminder
score

Elizabeth Bennett (CRD# 5589525) is an Investment Advisor Representative working at Chesapeake Financial Planning in Annapolis, MD and has over 7 years of experience in the finance industry. Elizabeth Bennett 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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