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Overview

2020 Financial Planning LLC

Information by Research TrustFinance

https://2020financialplanning.com/

2020 Financial Planning, LLC is a Registered Investment Adviser (RIA) founded by Rebecca Brooks, CFP®. The firm operates on a fee-only basis, ensuring that its advice is solely in the best interest of its clients. It focuses on providing holistic financial planning and investment management, particularly for women who are navigating significant life transitions such as career changes, divorce, or widowhood. The company's mission is to empower clients by creating clear, actionable financial plans to help them achieve their long-term goals with confidence.

Founded inimage of United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service

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