Family First Financial Planning

Family First Financial Planning (CRD# 131254) is a financial advisory firm headquartered in Stuart, FL. They serve the financial needs of clients across 2 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
  • 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.

FL, GA

Financial Advisors at Family First Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Leslie E. Trowbridge
CRD#: 2648431
Stuart, FL
96
Wealthminder
score

Leslie Trowbridge (CRD# 2648431) is an Investment Advisor Representative working at Family First Financial Planning in Stuart, FL and has over 20 years of experience in the finance industry. Leslie Trowbridge 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
Nicholas A. Ciotti
CRD#: 6320938
759 S.w. Federal Highway, Suite 317, Stuart, FL 34994
90
Wealthminder
score

Nicholas Ciotti (CRD# 6320938) is an Investment Advisor Representative working at Family First Financial Planning in Stuart, FL and has over 4 years of experience in the finance industry.

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