Prentice Financial Planning
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
2407 Pacific Ave SE Ste A, Olympia, Wash...Phone Number
(360) 754-0490Website
www.prenticefp.comRevenue
$7.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Prentice Financial Planning
Prentice Financial Planning, LLC is a financial planning firm located in Olympia, Washington, dedicated to serving individuals and families. They offer personalized financial strategies through their Advanced Financial Planning process known as the Prentice Playbook, which is designed for clients who prefer to delegate implementation to experts. Their services include tax planning, income strategy, retirement planning, estate planning, risk mitigation, and investment management, primarily targeting long-term investors with $1,000,000 or more in retirement and investment accounts. As a fiduciary, they ensure transparency and confidence in their financial planning process, partnering with clients to help them enjoy their retirement.Explore more
Prentice Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Prentice Financial Planni...
$7.4M
11-50
Private
-
2015
AP
Andrew PrenticeCertified Financial Planner & Practitioner
Company Profile Activity
Activity Insights
Prentice Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Prentice Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prentice Financial Planning.
Prentice Financial Planning Tech Stack
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Frequently Asked Questions Regarding Prentice Financial Planning
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Prentice Financial Planning, LLC is a financial planning firm located in Olympia, Washington, dedicated to serving individuals and families. They offer personalized financial strategies through their Advanced Financial Planning process known as the Prentice Playbook, which is designed for clients who prefer to delegate implementation to experts. Th... Read More
