Anthony Zapico, CFP   1-800-ADVISER ext. 1042         Riverside, California 

   
 

Integrity Planners, Inc.

Anthony Zapico, CFP


Office:
2900 Admams Street
 Suite A440
Riverside, California 92504

1-800-ADVISER ext. 1042

     
    Call Anthony at
    1-800-ADVISER
    ext. 1042

    Member of The 
    Financial Planning Association. 

    Investment Advisory Services offered through United Planner's FSA.

     


E-mail Anthony
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Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Overview 
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. 
Available Services
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.

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. 
Additional Information
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.

Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 9 to 6 (Pacific), Monday through Friday; will respond daily.
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. 

 Call Anthony Zapico, CFP at 1-800-ADVISER ext. 1042


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