Life Financial Planning, LLC
Life Financial Planning, LLC (CRD# 118196) is a financial advisory firm headquartered in , . They manage $46,257,669 in 55 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$841,049
- 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
FL, MD, VA
Elliot Blum (CRD# 2869751) is an Investment Advisor Representative working at Life Financial Planning, LLC in Cocoa Beach, FL and has over 21 years of experience in the finance industry. Elliot Blum 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.