A complete list of active advisors currently associated with Coordinated Financial Planning Corp

Warmer can help you find a great advisor at Coordinated Financial Planning Corp or one who fits your needs even better.

Coordinated Financial Planning serves individual and high‑net‑worth clients, as well as pension plans and charitable organizations, by providing discretionary portfolio management and written financial plans. The firm offers both model‑based Investment Supervisory Services and individualized portfolio management, along with ongoing plan maintenance and client reviews. The firm's investment process combines model portfolios with individualized policies; its "Actively Managed" model uses a formal risk framework that assesses market valuations, investor psychology and monetary conditions to adjust equity and fixed‑income exposures while preserving a stated minimum equity floor. Accounts are managed on a discretionary basis and reviewed at least semi‑annually, with meetings to update objectives, tax considerations and plan assumptions. Notable distinctions include a practice of managing many accounts to the goals of predefined models rather than micro‑customizing every account, together with an explicit, rule‑based active risk approach and a focus on selecting funds with low internal expenses through Schwab Institutional offerings. The firm also recommends clients establish margin accounts for operational flexibility and does not vote client proxies, leaving proxy decisions to clients and their custodians.

To learn more about the advisors currently working at Coordinated Financial Planning Corp, 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.