Faulkner Financial Planning, LLC
Faulkner Financial Planning, LLC (CRD# 166337) is a financial advisory firm headquartered in Cameron Park, CA. They manage $2,100,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$210,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kathleen Faulkner (CRD# 2764332) is an Investment Advisor Representative working at Faulkner Financial Planning, LLC in Cameron Park, CA and has over 20 years of experience in the finance industry.