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Qualified Planning

Qualified Planning

Financial Services, Oakland, California, United States, 1-10 Employees

qualifiedplanning.com

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Who is QUALIFIED PLANNING

At Qualified Planning we work with anyone that is looking for an efficient way of achieving their financial goals in a low-risk focused platform. Our team concentrates on your concerns th...

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  • Oakland, California, United States Headquarters: Oakland, California, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

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Qualified Planning Org Chart and Mapping

Employees
Josef Cura

Josef Cura

Financial Advisor

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Frequently Asked Questions Regarding Qualified Planning

Answer: Qualified Planning's headquarters are located at Oakland, California, United States

Answer: Qualified Planning's official website is https://qualifiedplanning.com

Answer: Qualified Planning's revenue is Under $1 Million

Answer: Qualified Planning has 1-10 employees

Answer: Qualified Planning is in Financial Services

Answer: Qualified Planning contact info: Phone number: Website: https://qualifiedplanning.com

Answer: At Qualified Planning we work with anyone that is looking for an efficient way of achieving their financial goals in a low-risk focused platform. Our team concentrates on your concerns through a planning process molded to your individual needs. We focus on reducing skepticism by educating you until you completely understand your financial situation. We believe in constructing a goal based holistic financial plan coupled with efficient portfolios that are aligned with academic research by Noble Prize Laureates. We accomplish this by utilizing a team approach through aligning efforts with skill sets. By working together, we'll make sure you have the confidence and trust in the work that we do. Our promise to you is that we will properly diversify your investment portfolio against unnecessary risk so you can gain peace of mind as you look forward to a happy and successful retirement.

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