JC Financial Planning & Invvestments LLC Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

JC Financial Planning & Investments is a Registered Investment Advisor (RIA) located in Long Beach, California. We offer Financial Planning and Investment Management services to individual clients and small businesses. As an independent, fee-only advisor, we provide objective and unbiased advice tailored to your specific financial situation. All client assets we manage are held with Fidelity Investments. We aspire nothing less than to make a meaningful contribution to your quality of life.

Find JC Financial Planning & Invvestments LLC employees' phone numbers or email addresses

JC Financial Planning & Invvestments LLC Global Highlights

Asia
1

Iraq
1

North America
1

United States Of America
1

JC Financial Planning & Invvestments LLC's Leadership

R. R.
Administrative Assistant
Mobile Phone
Email

Contact profiles from JC Financial Planning & Invvestments LLC

Name

Title

Contact Info

Location

Last Update

R. R.
Administrative Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is JC Financial Planning & Invvestments LLC known for?

JC Financial Planning & Invvestments LLC operates in the Investment Management industry. Explore JC Financial Planning & Invvestments LLC's company overview page for more information.

What is JC Financial Planning & Invvestments LLC's most common email format?

JC Financial Planning & Invvestments LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JC Financial Planning & Invvestments LLC email formats with LeadIQ.

How many employees does JC Financial Planning & Invvestments LLC have currently?

JC Financial Planning & Invvestments LLC has approximately 1 employees as of December 2025. These team members are located across 2 continents, including AsiaNorth America.

Who are JC Financial Planning & Invvestments LLC's key employees and leadership?

As of December 2025, JC Financial Planning & Invvestments LLC's key employees include:

Administrative Assistant: R. R.

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