Ithaka financial planning llc
Web4 mei 2024 · The firm's lone advisor is a certified financial planner (CFP) and certified divorce financial analyst (CDFA). OneGroup Wealth Partners Background OneGroup Wealth Partners is the youngest firm on this list, as it was established in just 2024. WebAbout this Advisor. Scott O'Gorman is a chartered financial analyst who works out of Bethesda, Maryland, who has 14 years of financial industry experience. O'Gorman works at The Ithaka Group, LLC. They have worked at The Ithaka Group, Llc for their whole career. O'Gorman is able to work in Maryland.
Ithaka financial planning llc
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WebIthaka Financial Planning corporate office is located in 5425 Wisconsin Ave Ste 600, Chevy Chase, Maryland, 20815, United States and has 2 employees. ithaka financial planning financial planning llc WebITHAKA FINANCIAL PLANNING LLC is a Texas Domestic Limited-Liability Company (Llc) filed on February 16, 2010. The company's filing status is listed as In Existence and its File Number is 0801231194. The Registered Agent on file for this company is Kenneth R Picerno and is located at 2308 Tamarisk Lane, Plano, TX 75023.
Web19 mei 2024 · A group of former board members of Ithaka Land Trust has asked Attorney General Phil Weiser’s office to investigate the nonprofit’s recent sales of nearly half its 21 properties to one chosen ... WebIthaka Financial Planning, LLC is a financial advisory business that has its headquarters in Bethesda, Maryland. Certifications and Registrations Series 65, CERTIFIED …
WebIthaka Financial Planning provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Carolyn Nunez is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank. WebIthaka Financial Planning, Llc Ithaka Financial Planning, Llc offers educational seminars/workshops, financial planning services and portfolio management for individuals and/or small businesses. Visit Website +1 (301) 968-2381. Claim Profile. Firm Profile Information. Approximate Fees.
WebIthaka Financial Planning LLC (Taxpayer# 32041252977) is a business registered with Texas Comptroller of Public Accounts . The permit date is February 16, 2010. OPEN …
WebIthaca is our home, and we’re dedicated to its continuous improvement and progress. We value helping those in need, and frequently participate in highway clean-up, volunteer work, and founded The Strebel Fund for Community Enrichment, which has donated over $175,000 to the Ithaca community since 2008. Community Outreach. milton friedman on educationWebTim has extensive experience with both personal and corporate clients and specialises in all aspects of financial planning including Pension and Investment Planning, Inheritance Tax Planning and Protection needs. Tim has also achieved the qualification for the Society of Later Life Advisers. milton friedman on equalityWebIthaka Financial Planning, LLC As of the date of the firm's most recently-filed Form ADV, the firm reported $75,024,549 million in regulatory assets under management. As of the date of Ithaka Financial Planning, LLC most recently-filed Form ADV, the firm reported that it managed these assets across 51 accounts, which gives the firm an average account size … milton friedman on federal reserveWebPrincipal at Ithaka Financial Planning . Carolyn Nunez is a Principal at Ithaka Financial Planning based in Chevy Chase, Maryland. Previously, Carolyn was a Regional Director at Fannie Ma e. Carolyn received a Bachelor of Arts degree from The Johns Hopkins University and a Master of Business Administration from Yale University - Yale School of … milton friedman on government spendingWeb5 jan. 2024 · Free and open company data on North Carolina (US) company Ithaka Financial Planning LLC (company number 2549657), 1116 Dexter Ridge Drive, Holly … milton friedman on greedWebITHAKA. Jan 2024 - Present6 years 4 months. New York City Metropolitan Area. Oversee treasury operations, finance, budget, and financial … milton friedman on phil donahue 1979WebFirm Details for ITHAKA FINANCIAL PLANNING, LLC, Location: Maryland, AUM = 75024549.00, Last Form ADV Filed : 30-August-2024, Officers: NUNEZ, CAROLYN, … milton friedman on immigration and welfare