A complete list of active advisors currently associated with JC Financial Planning & Investments, LLC
Warmer can help you find a great advisor at JC Financial Planning & Investments, LLC or one who fits your needs even better.
The firm provides portfolio management, comprehensive portfolio management, and financial planning and consulting services primarily for individuals and high‑net‑worth individuals. The brochure also describes consulting on “held away” assets and includes provisions for retirement/ERISA plan clients, indicating the firm will accommodate plan-directed arrangements when engaged. JCFP’s investment approach emphasizes individualized advice, continuous account supervision, and asset allocation across cash, bonds, equities and “other investments” such as real estate, commodities and currencies, with quarterly reviews and rebalancing as needed. Services are offered on discretionary and non‑discretionary bases and financial planning may be delivered on an hourly, fixed‑fee, or retainer basis depending on client needs. Noteworthy features for a solo independent adviser include a principal with an international banking background who holds CFP certification and FINRA registrations, and disclosure of ownership of an investment holding company abroad (clients are not solicited to invest in it). The brochure also details institutional custody and trading arrangements, standing‑letter‑of‑authorization safeguards, a written Code of Ethics, and a disaster recovery plan—along with explicit procedures for ERISA/retirement plan clients, a client type that smaller independents less commonly serve.
To learn more about the advisors currently working at JC Financial Planning & Investments, 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 |
|---|---|---|
Long Beach, CA
| 19
|
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