Life Financial Planning, Inc.

Life Financial Planning, Inc. (CRD# 118196) is a financial advisory firm headquartered in , . They manage $41,409,057 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $739,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

MD, VA

Financial Advisors at Life Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Elliot P. Blum
CRD#: 2869751
6903 Rockledge Drive, Suite 1330 , Bethesda, MD 20817
96
Wealthminder
score

Elliot Blum (CRD# 2869751) is an Investment Advisor Representative working at Life Financial Planning, Inc. in Bethesda, MD and has over 19 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.

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