Fireside Financial Planning, Inc.
Fireside Financial Planning, Inc. (CRD# 121784) is a financial advisory firm headquartered in San Jose, CA. They manage $19,299,298 in 106 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$182,069
- 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
- Pension consulting services
Michael Zaplitny (CRD# 2197865) is an Investment Advisor Representative working at Fireside Financial Planning, Inc. in San Jose, CA and has 1 year of experience in the finance industry. Michael Zaplitny 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.