Financial Plans & Strategies Inc

Financial Plans & Strategies, Inc. is a California based firm that provides advisory services. With a team of 5 employees, including 4 advisors, the firm's primary focus is on financial planning and strategizing for its clients. Its registration with the U.S. Securities and Exchange Commission was approved on January 27, 2016. Despite lacking the number of clients served, the firm's extensive experience and SEC status demonstrate its commitment to providing exceptional financial services.

• LARA KARMEL DESOTEL

  CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• MAGGIE LYNN MEINERS

  SHAREHOLDER owns more than 10% but less than 25%

• MICHAEL JOSEPH MEINERS

  PRESIDENT owns 75% or more

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