New Spring Financial Planning, LLC
New Spring Financial Planning, LLC (CRD# 164647) is a financial advisory firm headquartered in San Ramon, CA. They manage $17,170,026 in 132 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts132ACCOUNTS
Average Account Value$130,076
- 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
Sarah Huang (CRD# 2579978) is an Investment Advisor Representative working at New Spring Financial Planning, LLC in San Ramon, CA and has over 22 years of experience in the finance industry. Sarah Huang 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.
Virginia Duan (CRD# 4834703) is an Investment Advisor Representative working at New Spring Financial Planning, LLC in San Ramon, CA and has over 13 years of experience in the finance industry.