Qualified Planning
Qualified Planning (CRD# 304788) is a financial advisory firm headquartered in San Diego, CA. They manage $32,576,124 in 148 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management33MILLION
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Total Number of Accounts148ACCOUNTS
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Average Account Value$220,109
- 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
- Selection of other advisers (including private fund managers)
CA, PA
Samuel Abraham (CRD# 6029665) is an Investment Advisor Representative working at Qualified Planning in Pittsburgh, PA and has over 12 years of experience in the finance industry.
Josef Cura (CRD# 6456697) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 6 years of experience in the finance industry.
Brett Davey (CRD# 4983275) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 14 years of experience in the finance industry.
David Sprenger (CRD# 3189341) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 20 years of experience in the finance industry.