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).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)

CA
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.