Bayview Financial Planning, LLC
Bayview Financial Planning, LLC (CRD# 174768) is a financial advisory firm headquartered in Santa Monica, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Stuart Brogan (CRD# 2326845) is an Investment Advisor Representative working at Bayview Financial Planning, LLC in Santa Monica, CA and has over 17 years of experience in the finance industry. Stuart Brogan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.