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

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

Greenlight Financial Planning, founded in 2025, provides discretionary asset management through the Betterment Advisor Solutions platform and offers financial planning and consulting services, including one-time and ongoing engagements. The firm also delivers customized financial literacy seminars and speaking engagements for organizations and their employees or clients; those sessions are educational and are not individualized investment advice. The firm implements goal-based portfolios that leverage Betterment’s automated tools—rebalancing, tax management features (including tax-loss harvesting and “smart transitions”), and the option for advisor-designed custom portfolios built from ETFs and mutual funds—while retaining responsibility for suitability and ongoing oversight. Account reviews are conducted on a periodic basis (at least quarterly) and planning services are coordinated with other professionals as needed, with clients able to impose written investment restrictions. What is noteworthy for a firm of this profile is the combination of institutional-style platform management with active outreach and education: offering organizational seminars (an uncommon service among similar investment managers) and the documented practice of selecting or referring other advisers or platforms and sharing platform fees. The firm concentrates custody and execution through a single third‑party platform, a structure that it discloses may affect execution and creates explicit referral/fee-sharing relationships that are mitigated through disclosures and verification of recommended advisers’ credentials.

To learn more about the advisors currently working at Greenlight 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
Uchechi Kalu	Culver City, CA	4

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