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Quantum Financial Planning logo — We are an independent RIA helping clients in Spokane and nat...

Quantum Financial Planning

We are an independent RIA helping clients in Spokane and nationwide get organized, make a plan, and enjoy their lives.

Founded 1979 United States Spokane, United States 15 employees Financial Services

General Information

Company Name Quantum Financial Planning
Founded Year 1979
Location United States Spokane, United States
Employees 15
Industries Financial Services
Social

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About Quantum Financial Planning

Quantum Financial Planning is an independent RIA dedicated to helping clients in Spokane and nationwide organize their finances, create a viable plan, and fully enjoy their lives. As a fee-only, fiduciary Registered Investment Advisor (RIA), the company prioritizes unbiased advice and places the clients' needs at the forefront. Located in Spokane and Kirkland, Washington, Quantum Financial Planning caters to a wide range of clients, including couples and individuals preparing for retirement, those undergoing significant life transitions, and top-producing real estate professionals. The team boasts a wealth of knowledge and expertise, with credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. Moreover, the company has devised its proprietary Quantum Process, offering dynamic financial planning that adapts to the changes in clients' lives. This comprehensive approach revolves around a strategic, all-encompassing, and ongoing process that aims to bring clarity and confidence to the clients' financial decisions. Ultimately, Quantum Financial Planning strives to replace financial concerns with peace of mind, allowing clients to refocus on relishing life's moments. With its client-centered model and dynamic planning process, Quantum Financial Planning is poised to make a significant impact in the financial advisory space.

Business keywords: Independent RIA, Financial Planning, Fee-Only, Fiduciary, Retirement Planning, Life Transitions, Real Estate Professionals, CFP, CFA, CRPC, FPQP, Spokane, Kirkland, Comprehensive Financial Planning, Ongoing Monitoring

No funding data available for Quantum Financial Planning yet.

Quantum Financial Planning Alternatives & Competitors

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FAQ About Quantum Financial Planning

We are an independent RIA helping clients in Spokane and nationwide get organized, make a plan, and enjoy their lives.
Quantum Financial Planning was founded in 1979.
Quantum Financial Planning is headquartered in Spokane, United States.
Quantum Financial Planning operates in Financial Services. Its work centres on Independent RIA, Financial Planning, Fee-Only and Fiduciary.
Quantum Financial Planning has approximately 15 employees.
Top alternatives and competitors to Quantum Financial Planning include WealthUp, CGN Advisors, LLC, The Mosaic Financial Group, LLC, Ritholtz Wealth Management, Pinnacle Financial Group, LLC.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Quantum Financial Planning and WealthUp are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Quantum Financial Planning, https://bouncewatch.com/company/quantum-financial-planning, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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