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MZ

Michael Zaplitny

FIRESIDE FINANCIAL PLANNING
San Jose, CA 95125-5630
Some features on this profile are disabled
CRD#: 2197865
MZ

Professional summary

Michael Zaplitny, CFP® is a registered financial advisor currently at FIRESIDE FINANCIAL PLANNING, INC. located in San Jose, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

What are your service offerings?
Investment Planning
Elder Care
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Zaplitny's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1986

Experience

Current

July 8, 1997 - Present

FIRESIDE FINANCIAL PLANNING, INC.

Office #1: 1975 Hamilton Avenue Suite 6a, San Jose, CA 95125-5630
RIA
CRD#: 121784
San Jose, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/8/1997)

Exams

General Industry/Product Exam
RR
Series 2
Date: 11/22/1991
Non-Member General Securities Examination

Current Firm

FF
FIRESIDE FINANCIAL PLANNING, INC.
FIRESIDE FINANCIAL PLANNING, INC.

CRD#: 121784 / SEC#:

California
Registered Investment Advisory firm - (2/3/1992 Approved)
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Contact information

Main Address
1975 Hamilton Avenue Suite 6a, San Jose, CA 95125-5630
Mailing Address
Phone number
(408) 371-3091
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts72
AUM (Assets Under Management)$ 20,332,934

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIRESIDE FINANCIAL PLANNING, INC.

CRD#: 121784San Jose, CA 95125-5630

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