A complete list of active advisors currently associated with Abramson Financial Planning, LLC
Warmer can help you find a great advisor at Abramson Financial Planning, LLC or one who fits your needs even better.
Abramson Financial Planning, LLC is a state-registered, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Services are delivered as written or electronic financial plans and through specialized packages (including a one-time financial review and a goal-based comprehensive retirement plan) rather than ongoing discretionary portfolio management. The firm does not provide investment management or accept custody of client assets; instead, it makes investment recommendations and implementation is left to clients and their chosen custodians. Retirement planning engagements use third‑party goal-based planning software with iterative modeling in video conferences, and the adviser coordinates with clients’ tax and legal professionals when appropriate. Distinctive features include a principal with CFP, CFA and EA credentials and prior portfolio management experience who nevertheless operates a planning‑only business that does not charge percentage‑of‑AUM fees or offer discretionary portfolio management. The firm is a recent solo practice with a small client base and discloses reliance on a single principal for continuity, with no plan for business continuation in the event of the principal’s death.
To learn more about the advisors currently working at Abramson Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burlingame, CA
| 23
|
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