Financial Planning & Consulting Services, Inc.
Financial Planning & Consulting Services, Inc. (CRD# 112440) is a financial advisory firm headquartered in , . They manage $82,109,639 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts96ACCOUNTS
Average Account Value$855,309
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jack Patrona (CRD# 1206513) is an Investment Advisor Representative working at Financial Planning & Consulting Services, Inc. in Yorba Linda, CA and has over 19 years of experience in the finance industry.