Best Investors
Account
Sign in
Best Investors
Account
Sign in
San Clemente, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Insurance Co. | Hartford | CT | 04/1980 | Present |
| Property Ownership & Management ,Inc | Huntington Beach | CA | 08/1982 | Present |
| All Weather Portfolio Management, Inc | San Clemente | CA | 01/2005 | Present |
Name of Business: Financial Planning Group, LLC Business is NOT Investment related Address: 3019 Eminencia del Norte, San Clemente CA 92673 Nature of other Business: Income Tax Preparation, CTRP, CTEC Position: Owner Title: Managing Member, SMLLC Approx Starting Date: June 1990 Approx # Hrs/Month devoted to Other Business: 160 # Hrs devoted to Other Business during Security Trading Hours: 5-6 Duties: Responsible for ALL ASPECTS pertaining to Income Tax Return Preparation and Electronic filing for approximately 250 individual, small business and estate tax filings.
Reach out to this advisor