LIFE PLANNING PARTNERS, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 129338). Regulatory assets under management: $354.0M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Carolyn Sue Mcclanahan | PRESIDENT | — |
| Brett Michael Lozowski | CHIEF COMPLIANCE OFFICER | — |
| UTECHT TIMOTHY CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JONES GERALDINE BEASLEY | CHIEF COMPLIANCE OFFICER | — |
| MCCLANAHAN CAROLYN SUE | PRESIDENT | — |
| LOZOWSKI BRETT MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LOZOWSKI BRETT | CHIEF COMPLIANCE OFFICER | — |