JL
Joey Loss
Financial Planning Associate at Life Planning Partners
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Work Experience
Financial Planning Associate
Aug 2017 - Present · 7 years and 5 months
Supply Chain Analyst
Aug 2016 - Jun 2017 · 10 months
Financial Planning Associate | Intern
May 2014 - May 2016 · 2 years
Company Details
Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER™ professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
6550 St. Augustine Rd, Suite 302 Jacksonville, Florida 32217, US
Keywords
Holistic Financial PlanningRetirement PlanningRetirement Income Planningexpense planningmortgage shoppingauto purchasing assistance
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Contact Details
  • Email AddressJ**@lifeplanningpartners.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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