Michael Zaplitny

Employer firm

Fireside Financial Planning, Inc. CRD 121784

$17.7M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/1997 → Present
  Fireside Financial Planning Inc
  San Jose, CA
• 12/1989 → Present
  Fireside Tax Consulting Inc
  San Jose, CA

Other Businesses

EMPLOYEE OF FIRESIDE TAX CONSULTING, INC. AT 1975 HAMILTON AVE STE 6A, SAN JOSE CA 95125, PREPARING TAX RETURNS AND PROVIDING OTHER TAX RELATED SERVICES. THE BUSINESS IS NOT INVESTMENT RELATED. I AM THE SOLE EMPLOYEE AND PRES/CEO OF THE FIRM. THE START DATE WAS 12/01/1989 AND THE NUMBER OF HOURS WILL VARY BASED ON THE TIME OF YEAR. THE AVERAGE WOULD BE 80 HOURS PER MONTH.

Designations

• Certified Financial Planner