BRANCH & BLOOM FINANCIAL PLANNING, LLC

BRANCH & BLOOM FINANCIAL PLANNING, LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 339754).

Registration

• CRD: 339754
• Type: Registered investment adviser
• Location: 1300 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025
• Phone: (650) 332-2585
• Latest filing: 2026-04-22
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339754 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search