Financial Planning First, LLC

Financial Planning First, LLC (CRD# 319273) is a financial advisory firm headquartered in Tucson, AZ. They manage $79,834,798 in 751 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3567 E Sunrise Dr Ste B237, Tucson, AZ 85718
https://www.financialplanningfirst.com/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    751
    ACCOUNTS
  • Average Account Value
    $106,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NY, TX, WA

Financial Advisors at Financial Planning First, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gary Imus, financial advisor Tucson AZ
Gary K. Imus
CRD#: 1328490
3567 E Sunrise Dr Ste B237, Tucson, AZ 85718

Gary Imus (CRD# 1328490) is an Investment Advisor Representative working at Financial Planning First, LLC in Tucson, AZ and has over 39 years of experience in the finance industry.

2
Juan Pantoja, financial advisor Tucson AZ
Juan C. Pantoja
CRD#: 5928888
Tucson, AZ

Juan Pantoja (CRD# 5928888) is an Investment Advisor Representative working at Financial Planning First, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.

3
Matthew Sullivan, financial advisor Tucson AZ
Matthew P. Sullivan
CRD#: 1516530
3567 E Sunrise Dr Ste B237, Tucson, AZ 85718

Matthew Sullivan (CRD# 1516530) is an Investment Advisor Representative working at Financial Planning First, LLC in Tucson, AZ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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