Special Needs Planning Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
4633 Old Ironsides Dr Ste 436, Santa Cla...Phone Number
(408) 637-0242Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Special Needs Planning Group
Ken provides comprehensive and holistic special needs financial planning regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits. These areas are in addition to typical financial concerns that families have, such as retirement planning. Ken is a CERTIFIED FINANCIAL PLANNER, and CHARTERED SPECIAL NEEDS CONSULTANT and as of January 2014 the only such credential advisor in northern California.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Special Needs Planning Gr...
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Special Needs Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Special Needs Planning Group Tech Stack
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Ken provides comprehensive and holistic special needs financial planning regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits. These areas are in addition to typical financial concerns that families have, such as retirement planning. Ken is a CERTIFIED FINANCIAL PLANNER... Read More
