Nosara Financial Planning, Inc.
Nosara Financial Planning, Inc. (CRD# 150626) is a financial advisory firm headquartered in , . They manage $780,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$130,000
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
Christian Treitler (CRD# 1597602) is an Investment Advisor Representative working at Nosara Financial Planning, Inc. in Woodcliff Lake, NJ and has over 25 years of experience in the finance industry. Christian Treitler 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.