Applied Financial Planning, Inc

Applied Financial Planning, Inc is a California-based financial advisory firm dedicated to helping individuals and families achieve financial independence and build lasting legacies.

We provide a comprehensive suite of services, including financial planning, retirement planning, investment management, estate planning, and tax planning, all delivered with a personalized approach and a commitment to acting as a fiduciary.

What distinguishes Applied Financial Planning is our focus on building strong, long-term relationships with our clients, offering customized strategies tailored to their unique needs and goals. We combine the expertise of a seasoned team with the personal attention of a trusted advisor, ensuring you receive the guidance and support you need to navigate your financial journey. Our team is committed to helping you find financial independence and lead a life of financial significance.

As fiduciaries, we are not tied to a particular family of funds or investment products, allowing us to make recommendations based solely on what’s best for you. We offer integrated tax planning and utilize tools like the SECURE Act RMD Calculator and 401(K) Calculator to help you plan for the future.