Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Planned Solutions, Inc.

1130 Iron Point Road
Ste 170
Folsom, CA 95630-8310
Phone: (916) 361-0100
Fax: (916) 361-0191

Toll-free: (800) 750-2111

Household Income Minimum: $90,000
Investable Asset Minimum: $200,000

Specialties

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.