Financially Healthy, LLC
Financially Healthy, LLC (CRD# 156022) is a financial advisory firm headquartered in Oakland, CA. They manage $21,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$175,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alicia Ivancovich (CRD# 3206325) is an Investment Advisor Representative working at Financially Healthy, LLC in Oakland, CA and has over 18 years of experience in the finance industry. Alicia Ivancovich 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.