Overview

prentice financial planning, llc

Information by Research TrustFinance

https://prenticefinancial.com/

Founded by Matthew Prentice, CFP®, Prentice Financial Planning, LLC is a registered investment adviser based in Orange, California. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products. As a fiduciary, the company is legally obligated to act in the best interests of its clients. Its core services include comprehensive financial planning, investment management, and retirement planning, with a mission to help clients achieve their life goals through prudent and disciplined financial strategies.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service