Crossroads Planning, Llc
Crossroads Planning is a Fee-Only Financial Advisory Firm serving the cities of Orange County. Crossroads Planning specializes in providing objective financial Planning to help clients build, manage, grow, and protect their assets through various life transitions. We are IRS Enrolled Agents, NAPFA Registered Financial Advisers and Certified Financial Planner™ Professionals.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Crossroads Planning, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- GJ
Garrett Jones
Tax Advisor and Financial Planner · Other
EmailPhone - GJ
Garrett Jones
Tax Advisor and Financial Planner · Other
EmailPhone - TC
Tony Chan
Founder · General Business & Management
EmailPhone - TT
Tony T. Chan
Founder · General Business & Management
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Crossroads Planning, Llc
3 distinct titles indexed · top 3 shown.
- 2founder
- 2tax advisor and financial planner
- 1tax specialist
Sign up to unlock all 5 contacts at Crossroads Planning, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Crossroads Planning, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.