Financial Planning Dept., Inc.

Financial Planning Dept., Inc. (CRD# 122403) is a financial advisory firm headquartered in , . They manage $35,104,331 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $516,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Financial Planning Dept., Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Heather L. Hackett
CRD#: 2904145
Long Beach, CA
96
Wealthminder
score

Heather Hackett (CRD# 2904145) is an Investment Advisor Representative working at Financial Planning Dept., Inc. in Long Beach, CA and has over 14 years of experience in the finance industry. Heather Hackett 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
Amber N. Reams
CRD#: 6225266
Long Beach, CA
89
Wealthminder
score

Amber Reams (CRD# 6225266) is an Investment Advisor Representative working at Financial Planning Dept., Inc. in Long Beach, CA and has over 2 years of experience in the finance industry.

3
Amanda M. Regin
CRD#: 6173537
Long Beach, CA
89
Wealthminder
score

Amanda Regin (CRD# 6173537) is an Investment Advisor Representative working at Financial Planning Dept., Inc. in Long Beach, CA and has over 3 years of experience in the finance industry.

4
Kathleen R. Hansen
CRD#: 1372264
Long Beach, CA
86
Wealthminder
score

Kathleen Hansen (CRD# 1372264) is an Investment Advisor Representative working at Financial Planning Dept., Inc. in Long Beach, CA and has over 31 years of experience in the finance industry. Kathleen Hansen 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.

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