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).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $182,069
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
  • Pension consulting services
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 Fireside Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zaplitny
CRD#: 2197865
1975 Hamilton Avenue, Suite 6a, San Jose, CA 95125
90
Wealthminder
score

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.

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