361 FINANCIAL PLANNING, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 283581). Regulatory assets under management: $5.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| JOHNSON GREGORY CHARLES | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | MEMBER AND INTERIM CCO; PRESIDENT AND INTERIM CCO | — |