CBT FINANCIAL PLANNING, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 155867). Regulatory assets under management: $203.0M.
| Name | Role | Location |
|---|---|---|
| BAKER VIRGINIA ANN | CHIEF COMPLIANCE OFFICER; SOLE SHAREHOLDER / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| THOERNER SCOTT JOSEPH | SOLE SHAREHOLDER/CHIEF COMPLIANCE OFFICER | — |