Greenleaf Financial Planning

Greenleaf Financial Planning (CRD# 226784) is a financial advisory firm headquartered in Southington, CT. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning 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.


Financial Advisors at Greenleaf Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Paul T. Greenleaf
CRD#: 5089690
519 Laning Street, Southington, CT 06489

Paul Greenleaf (CRD# 5089690) is an Investment Advisor Representative working at Greenleaf Financial Planning in Southington, CT and has over 12 years of experience in the finance industry. Paul Greenleaf 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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