GOLDEN BELL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 305635). Regulatory assets under management: $208.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jason David Lina | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LINA JASON DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |