OFC FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 133846). Regulatory assets under management: $182.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey Richard Waters | PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| Emily Michelle Jaffe | PRESIDENT | — |
| WATERS JEFFREY RICHARD | PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JAFFE EMILY MICHELLE | PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 917-312-4430 |
| SHORT HILLS | NJ | 1 | 973-258-1007 |
| — | — | 1 | 917-312-4430 |
| SHORT HILLS | NJ | 1 | 973-258-1007 |