Financial Life Focus, LLC
Financial Life Focus, LLC (CRD# 152904) is a financial advisory firm headquartered in Philadelphia, PA. They manage $311,599,847 in 567 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management312MILLION
-
Total Number of Accounts567ACCOUNTS
-
Average Account Value$549,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, PA, TX
Joseph Kuo (CRD# 6563403) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry. Joseph Kuo 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.
Jeremy Levinn (CRD# 5400425) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 16 years of experience in the finance industry. Jeremy Levinn 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.
Olga Raykhelson (CRD# 1995046) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 26 years of experience in the finance industry.
Hugues Rivard (CRD# 5282684) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry.
Johnny Roland (CRD# 5967908) is an Investment Advisor Representative working at Financial Life Focus, LLC in Pleasanton, CA and has over 11 years of experience in the finance industry. Johnny Roland 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.
Mollie Sebak (CRD# 6460991) is an Investment Advisor Representative working at Financial Life Focus, LLC in Melbourne, FL and has 1 year of experience in the finance industry. Mollie Sebak 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.