PLANNED SOLUTIONS

Established in the 1980s, we are proud to be the second generation of owners at Planned Solutions, Inc... At Planned Solutions, we pride ourselves on being a one-stop shop for wealth management. Our team of advisors maintains multiple designations, which goes beyond the minimum licensing requirements for investment adviser representatives. With years of experience under our belts, we bring a wealth of knowledge to the table. Our clients have direct access to any of our advisors, including our senior team members. We do not believe in relegating our clients to "junior" advisors; instead, we ensure that you receive guidance from seasoned professionals who have your interests at heart... I joined Planned Solutions in 2009 with over 30 years of industry experience, including management roles at Principal Funds and Capital Research and Management (American Funds). At Planned Solutions, I apply my knowledge and expertise...

Also known as: Planned Solutions, Inc.

Primary location: Folsom United States