Advisor at Fireside Financial Planning, Inc.
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Firm
Fireside Financial Planning, Inc.
Location
San Jose, CA 95125-5630
Credentials
CFP®
Industry experience
28 years
Michael Zaplitny is a CFP® professional with 28 years of experience, serving as the sole advisor at Fireside Financial Planning, Inc. in San Jose, CA since 1997. He is also the president and sole employee of Fireside Tax Consulting, Inc., where he prepares tax returns and provides tax-related services. Fireside Financial Planning offers written financial plans and both discretionary and non-discretionary portfolio management for individuals, trusts, small businesses, and institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes long-term investment strategies using mutual funds, ETFs/ETNs, and also provides pension consulting services.
Based on Fireside Financial Planning, Inc.
Based on Fireside Financial Planning, Inc.
$250 per hour in 12-minute increments; minimum fee $50
Fee-only: Financial planning fees range from $500 to $5,000; Consultation fee is $250/hour with $50 minimum; Retainer fees apply as deposits.
1975 Hamilton Avenue, Suite 6 A
San Jose, CA 95125-5630
California
Fireside Financial Planning Inc
1997 - Present (29 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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