Ithaka Financial Planning, LLC
Ithaka Financial Planning, LLC (CRD# 153244) is a financial advisory firm headquartered in Bethesda, MD. They manage $14,524,122 in 67 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$216,778
- 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
- Educational seminars/workshops
DC, MD, TX
Elizabeth Remick (CRD# 4556879) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Bethesda, MD and has over 18 years of experience in the finance industry. Elizabeth Remick 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.
Carolyn Ozcan (CRD# 5766659) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Chevy Chase, MD and has over 8 years of experience in the finance industry.