Be advised. This firm is no longer registered.

Strategic Planning Association, Inc.

Strategic Planning Association, Inc. (CRD# 141852) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3077-b Clairemont Drive #488, San Diego, CA 92117
http://www.ifsreportcard.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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 Strategic Planning Association, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Unger, financial advisor San Diego CA
David L. Unger
CRD#: 2161500
San Diego, CA
96
Wealthminder
score

David Unger (CRD# 2161500) is an Investment Advisor Representative working at Strategic Planning Association, Inc. in San Diego, CA and has over 25 years of experience in the finance industry. David Unger 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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