Life Planning Partners Inc
Legal Name: LIFE PLANNING PARTNERS, INC.
Full Contact Details
Life Planning Partners Inc
6550 ST. AUGUSTINE ROAD, SUITE 302, JACKSONVILLE, FL
904-448-5158
866-807-6894
Other Info
Life Planning Partners Inc, also known as LIFE PLANNING PARTNERS, INC., is a corporation based in Florida with five employees, four of whom are in advisory positions. The firm is registered with the SEC and has been approved since April 2016. Despite its small size, it serves one client, showing a commitment to providing quality, personalized service.
Life Planning Partners – Financial Health For Life
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Direct Owners
-
CAROLYN SUE MCCLANAHAN
PRESIDENT owns 75% or more
-
GERALDINE BEASLEY JONES
CHIEF COMPLIANCE OFFICER owns less than 5%
-
TIMOTHY CHARLES UTECHT
CHIEF INVESTMENT OFFICER owns less than 5%
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