| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Kay Fick Control | Owner/President | 50-75% | 2003 |
| Gina Giachetti Wight Control | Partner/Co-Owner | 25-50% | 2020 |
| Janet Lynn Messer Control | Chief Compliance Officer | Under 5% | 2025 |
Financial Life Planners LLC reports $174.6 million in regulatory assets under management on its Form ADV.
Financial Life Planners LLC reports 6 employees.
Financial Life Planners LLC is based in Tempe, AZ and has been SEC-registered since 2023.
Financial Life Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2151 E Broadway, Suite 203, Tempe, AZ 85282 |
| Phone | 480-477-8530 |
| Fax | 480-477-8529 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2053368 |
| Discloses disciplinary history | No |
| Discretionary | $174.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $174.6M |