Home
Our Services
Who We Are
Staff Photos
Who We Are
News & Ideas
ClientVault
Account Lookup
Resources
Blog
Local Partners
Client Forms
Event Calendar
Portal Login
Alliance Links
Contact Us
Tell A Friend
Disclosure
Video Blog
Pic Rotator
Log In

Who We Are


 
Mr. John Doe is the founder of Financial Planning Group and custodies his securities with Fidelity Institutional. Since 1983, he has provided financial and estate planning to the firm’s clients. His primary role is to counsel individual clients, train and mentor the financial planners of the firm, and provide the vision to grow the firm as a premier professional planning firm. He received his MBA from Harvard and PhD in Economics from Columbia.

 

 



 


©2021 LifePlan . All rights reserved.