Real Life Planning
Real Life Planning (CRD# 304695) is a financial advisory firm headquartered in , . They manage $1,309,457 in 5 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$261,891
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NJ, NY, TX
Cynthia Meyer (CRD# 2841828) is an Investment Advisor Representative working at Real Life Planning in Gladstone, NJ and has over 26 years of experience in the finance industry. Cynthia Meyer 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.