Qualified Planning

Qualified Planning (CRD# 304788) is a financial advisory firm headquartered in San Diego, CA. They manage $25,067,478 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $117,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, PA

Financial Advisors at Qualified Planning
Showing 1 - 4 of 4 top financial advisors.
1
Samuel H. Abraham
CRD#: 6029665
Pittsburgh, PA

Samuel Abraham (CRD# 6029665) is an Investment Advisor Representative working at Qualified Planning in Pittsburgh, PA and has over 12 years of experience in the finance industry.

2
Josef Cura
CRD#: 6456697
2635 Camino Del Rio South, Ste. 210, San Diego, CA 92108

Josef Cura (CRD# 6456697) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 6 years of experience in the finance industry.

3
Brett W. Davey
CRD#: 4983275
2635 Camino Del Rio South, Ste. 210, San Diego, CA 92108

Brett Davey (CRD# 4983275) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 13 years of experience in the finance industry.

4
David A. Sprenger
CRD#: 3189341
2635 Camino Del Rio South, Ste. 210, San Diego, CA 92108

David Sprenger (CRD# 3189341) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 20 years of experience in the finance industry.

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