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Anthony
Zapico, CFP 1-800-ADVISER ext.
1042
Riverside, California
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Anthony Zapico, CFP
Office:
2900 Admams Street
Suite A440
Riverside, California 92504
1-800-ADVISER ext. 1042
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Call
Anthony at
1-800-ADVISER
ext. 1042
Member
of The
Financial Planning Association.
Investment
Advisory Services offered through United
Planner's FSA.
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E-mail
Anthony
Click
here |
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Services Available:
Financial
Planning
Money Management
Tax Services
Estate Planning |
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Overview
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Integrity
Planners, Inc. exists to help people design their own
desired lifestyles and to develop and implement a
process to achieve and maintain it.
Anthony began serving clients in 1991. He was trained
by a large national financial planning organization
and in 1995 earned his CFP designation. In 1996, he
established Integrity Planners in order to provide his
clients with more choices of products and services,
enabling them to better attain their financial and
lifestyle goals. Anthony enjoys activities with his
wife, Karen and his two teenage children. He is very involved
in leadership with his church and services as a board
chairmen of a Christian School in Riverside,
California. |
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk
tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio
strategy.
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Information
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References
Steven
Walker Homes Corporations at 908-784-0840 and South
Coast Plumbing Systems at 909-981-4561 can provide
professional references.
In
addition to the national Financial Planning
Association, Anthony is a member of the Riverside Tax
Consultants Association.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 6 (Pacific), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $500 to $1,500. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Anthony Zapico, CFP at 1-800-ADVISER ext. 1042 |
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Click Here to
go Back to the 1-800-ADVISER Home Page |
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