AGAPE Planning Partners is a boutique financial planning/investment services firm focused on providing comprehensive advice without wavering from sound principles. As a firm, we desire to remain small in size, yet large in service. We want to know each and every client by name and voice without skipping a beat, while working hard to help you pursue your financial goals. While we aim to provide exceptional service to everyone, we pride ourselves on being a firm that promotes financial literacy, financial empowerment, and a safe space for women to receive guidance and advice in an effort to pursue their financial goals. Through advice built on knowledge and experience (rather than speculation), it is our goal to help preserve financial independence for you and those you love, without compromising your rewards and desires for your hard work. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Agape Financial and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Agape or this representative. CA Insurance License: 0C68504
View Top Employees from AGAPE Planning PartnersWebsite | http://www.appwealth.com |
Revenue | $1 million |
Employees | 3 (2 on RocketReach) |
Founded | 1999 |
Address | 5430 N Palm Ave Ste 110, Fresno, California 93704, US |
Phone | (559) 431-7526 |
Industry | Financial Services, Finance General, Finance |
Competitors | Charter Financial Group, Clark Financial Group, Inc., Copper Canyon Wealth Management, LifeWorth Financial, Shusterman Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The AGAPE Planning Partners annual revenue was $1 million in 2024.
Nathaniel Moore is the President of AGAPE Planning Partners.
2 people are employed at AGAPE Planning Partners.
AGAPE Planning Partners is based in Fresno, California.
The NAICS codes for AGAPE Planning Partners are [52, 5239, 523, 52393].
The SIC codes for AGAPE Planning Partners are [62, 628].