CBT Financial Planning Inc
Legal Name: CBT FINANCIAL PLANNING, INC.
Full Contact Details
CBT Financial Planning Inc
1130 ROOSEVELT, IRVINE, CA
(949) 263-1883
(949) 263-1609
Other Info
CBT Financial Planning Inc, a registered CA Corporation since 2011, boasts 4 employees, 2 of whom serve in advisory positions. The firm's SEC status is currently approved, although the number of clients served remains undisclosed.
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Direct Owners
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BAKER THOERNER FAMILY TRUST DTD 9/3/1988 FBO CHRIS BAKER AS HER SEPARATE PROPERTY
SHAREHOLDER owns 75% or more
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CHRISTIE ANN BAKER
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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CHRISTIE ANN BAKER
TRUSTEE