Integral Financial Planning LLC
Integral Financial Planning LLC (CRD# 148097) is a financial advisory firm headquartered in , . They manage $60,292,000 in 265 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts265ACCOUNTS
Average Account Value$227,517
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jennifer Sanchez (CRD# 5584227) is an Investment Advisor Representative working at Integral Financial Planning LLC in Naperville, IL and has 1 year of experience in the finance industry. Jennifer Sanchez 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.