# PREMIER FINANCIAL PLANNING, LLP

PREMIER FINANCIAL PLANNING, LLP of ESCONDIDO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130496
- Type: SEC-registered investment adviser
- SEC file number: 801-62826
- Location: 433 WEST GRAND AVENUE, ESCONDIDO, CA, 92025
- Phone: 760-796-5550
- Latest filing: 2008-05-21
- Regulatory AUM: $88.3M
- Discretionary AUM: $88.3M
- Clients: 1
- Accounts: 563

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PATTERSON PATRICIA CONDE | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BLOCK KIRK ALLEN | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130496/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130496/similar
- Related entities: https://search.stillhousedata.com/firm/130496/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130496

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.