-> Financial Plans

-> Portfolio Management

JC Financial Planning & Investments LLC is a Registered Investment Advisor (RIA) located in Long Beach, California. We offer fee-only comprehensive Financial Plans and Asset Management Services to individuals and small businesses.

Custodian and brokerage services are provided trough Fidelity Institutional Wealth Services, a business unit of Fidelity Investments, one of the world's largest providers of financial services. 

Being independent allows us to provide you with a conflict-of-interest free, customized solution based on your financial situation and needs.

We aspire nothing less than to make a meaningful contribution to your quality of life.