Financial Planning Concepts, Inc.
Financial Planning Concepts, Inc. (CRD# 119168) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $9,000,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$310,345
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Muhle (CRD# 2861830) is an Investment Advisor Representative working at Financial Planning Concepts, Inc. in Manhattan Beach, CA and has 1 year of experience in the finance industry. Jeffrey Muhle 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.