BeaconPlans.com
Title
Beacon Financial Planning
Description
Beacon Financial Planning, Inc. is an independent “Fee-Only” financial advisory firm focused on providing Personal Financial Planning and Investment Management services to families and individuals who seek to grow and preserve their financial resources to achieve both immediate and long-term life goals. The objective nature of our advice is ensured through our fee-only compensation structure.
We offer comprehensive, objective, and personalized advice and financial management services to our clients who often lack either the time or the specialized training required to effectively manage their increasingly complex personal financial affairs. Our services can also be tailored to one or more specific areas of financial planning such as college funding or retirement funding. Beacon Financial Planning, Inc. is registered with the state of California as an investment advisory firm. To obtain a copy of our Form ADV Part II, please see our forms section.
Beacon was founded by Harsh A. Pradhan, CFP® (Certified Financial Planner Certificant) on the principle belief that advice should be given in a conflict free manner and that we should act in a fiduciary capacity when advising clients. Harsh received his Bachelor of Science degree in accounting from the California State University Los Angeles. He has also completed the CFP Professional Education Program from The College for Financial Planning. Harsh has many years of experience working in the financial services industry as a financial consultant. He has also worked as an auditor and tax accountant following his service in the US Navy.
Contact
| Whois information is public, but in response to some people wanting to keep their contact information private, many domain name Registrars offer a "privacy" or "proxy" service to mask the domain name owner. This domain is most likely using a proxy service. |
