JC Financial Planning & Invvestments LLC Employee Directory
Investment ManagementCalifornia, United States0-1 Employees
JC Financial Planning & Investments LLC is a registered investment adviser based in Long Beach, California, providing financial planning and investment management services to individuals and small businesses. As an independent, fee-only advisor, the firm aims to deliver objective guidance tailored to each client’s financial situation, with client assets held at Fidelity Investments. The company operates within the investment management industry and positions itself as a neutral advisor focused on improving clients’ quality of life through tailored financial strategies. The firm’s size is small, reflecting a lean operation serving its local market from the Southern California region.