Company Information

Get to know Open World Financial Life Planning

Open World Financial Life Planning is a New York-based Registered Investment Adviser founded by Benjamin M. Greenfeld, CFP®. The firm operates as a fiduciary, prioritizing clients' best interests. Its core mission is to provide holistic "Financial Life Planning," a comprehensive process that aligns a client's financial decisions (including investment management, retirement planning, insurance, and estate planning) with their personal values and life aspirations. This client-centric approach aims to provide clarity, confidence, and a clear path toward achieving long-term personal and financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Open World Financial Life Planning

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.