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FINANCIAL PLANNING FOR GENERATIONS, INC.

CRD 130582

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15760 VENTURA BLVD, SUITE 840, ENCINO, CA, 91436, United States

Phone

855-374-9174

Fax

818-351-5208

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 1 advisory reps; 120 broker-dealer reps

Clients

101-250

Fees

Hourly charges

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planning

Client types

TypeClientsAUM
Individuals15$0
High net worth individuals75$0
Corporations/business entities30$0

All web addresses on file

Official SEC filing: View on IAPD