VerifiedFinancial Services· Founded 1996

Financial Plan, Inc

Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

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Bellingham, United States17(11 to 50)$10M to <$50M1996financialplaninc.com LinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

—

no listings

Distinct roles

11

indexed titles

Tech stack

2

tools in use

Monthly traffic

620

organic / mo

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Top roles at Financial Plan, Inc

11 distinct titles indexed · top 10 shown.

2paraplanner
2principal and cco
1associate financial advisor
1chief investment officer
1chief operations officer
1financial planning intern
1founder, ceo, wealth manager
1lead advisor
1partner advisor
1principal and lead advisor
+1more titles

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