Elizabeth Plot

Employer firm

Primas Financial Planning CRD 322841

31 advisory clients

Reported services (Item 5G)

• Financial planning
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 10/2018
  Ballast Point Financial Planning, Llc
  Burlingame, CA
• 07/2017 → 01/2020
  Navy-Marine Corps Relief Society
  Arlington, VA
• 05/2014 → 06/2017
  Navy-Marine Corps Relief Society
  Havelock, NC
• 10/2018 → 10/2020
  Ballast Point Financial Planning, Llc
  Burlingame, CA
• 10/2020 → 07/2022
  Ballast Point Financial Planning, Llc
  Burlingame, CA
• 07/2022 → Present
  Primas Financial Planning, Llc
  Baltimore, MD

Previous Registrations

• 2018-11-05 → 2022-07-11
  Tessara Wealth
  Pacific Grove, CA
  Burlingame, CA

Other Businesses

PIM Tax Services, LLC This business is not investment related. 582 Lynnhaven Pkwy #101, Virginia Beach, VA 23452 This is a tax preparation business. I am a tax preparer for this business. Start date: January 1, 2023 Approximate hours worked: 40 hours a month Approximate hours worked during securities trading hours: 20 hours a month I prepare tax returns.

Designations

• Certified Financial Planner
• Chartered Financial Consultant