Real Life Planning

Real Life Planning (CRD# 304695) is a financial advisory firm headquartered in , . They manage $1,522,662 in 25 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.facebook.com/reallifeplanning/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $60,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY, TX

Financial Advisors at Real Life Planning
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia Meyer, financial advisor Gladstone NJ
Cynthia A. Meyer
CRD#: 2841828
Gladstone, NJ

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.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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