Financial planning
Reviews current finances, sets objectives, and tracks progress.
JC Financial Planning & Investments LLC
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About JC Financial Planning & Investments LLC
A financial planning and investment advisory firm. Based in Long Beach, California, JC Financial Planning & Investments LLC serves individual clients and small businesses with financial planning and investment management. Its planning process examines a client's current situation, establishes financial objectives, and monitors progress toward those goals. The firm is a California-registered investment advisor with a fiduciary duty to act in clients' best interests. As an independent, fee-only advisor, it provides advice tailored to each client's circumstances. Investment product research considers the client's strategy and risk tolerance, and managed assets are held with Fidelity Investments. Fees may be based on portfolio value, a fixed retainer, or an hourly rate for specific projects. The firm is led by a CFP® professional with experience in investment banking, wealth management, asset management, and consulting.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Analyzes investment products for strategy and risk tolerance.
Fee-only advice
Charges portfolio-based, retainer, or project-specific hourly fees.
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