A complete list of active advisors currently associated with First Choice Financial Planning, LLC

Warmer can help you find a great advisor at First Choice Financial Planning, LLC or one who fits your needs even better.

First Choice Financial Planning, LLC is an independent, solo-operator advisory firm that provides ongoing investment supervisory services and financial planning for individuals, including high-net-worth clients. The firm constructs client-specific investment plans and documents goals and risk tolerances in an Investment Policy Statement to guide portfolio selection and monitoring. The firm uses a mix of analytical approaches — charting, fundamental, technical, and cyclical analysis — and generally pursues a long-term trading orientation while retaining the ability to engage in more active strategies. It typically manages client accounts on a discretionary basis and may employ short-term trading techniques and higher-risk instruments such as short sales, margin transactions, and options when appropriate to client objectives. Noteworthy aspects include a material disciplinary disclosure: the firm’s principal was found in violation of state securities law for compensating an unlicensed investment representative and was permanently barred from securities-related activities in Nevada. For a small, single-advisor firm managing roughly $3.15 million for about 30 clients, it also offers performance-based fee arrangements to qualified clients and manages all assets in-house rather than selecting third‑party managers.

To learn more about the advisors currently working at First Choice 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.