South County Financial Planning

South County Financial Planning (CRD# 146691) is a financial advisory firm headquartered in San Juan Capistrano, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

Financial Advisors at South County Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Angela L. Grillo
CRD#: 3150878
33302 Valle Road, Suite 200, San Juan Capistrano, CA 92675
96
Wealthminder
score

Angela Grillo (CRD# 3150878) is an Investment Advisor Representative working at South County Financial Planning in San Juan Capistrano, CA and has over 17 years of experience in the finance industry. Angela Grillo 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.

2
Monica K. Singhania
CRD#: 6574553
33302 Valle Road, Suite 200, San Juan Capistrano, CA 92675
87
Wealthminder
score

Monica Singhania (CRD# 6574553) is an Investment Advisor Representative working at South County Financial Planning in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

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