Personal Financial Planning LLC
Personal Financial Planning LLC (CRD# 118533) is a financial advisory firm headquartered in Mobile, AL. They manage $22,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$293,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Martino (CRD# 2293647) is an Investment Advisor Representative working at Personal Financial Planning LLC in Mobile, AL and has over 24 years of experience in the finance industry. Susan Martino 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.