Sheila D. Borroni

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CRD#: 6919471

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sheila Denise Borroni, CFP® was a registered financial professional .

Sheila is a previously registered financial professional and started their career in finance in 2018. Sheila had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

S. Denise Borroni LLC Not investment related P. O. Box 1722 Point Clear, AL 36564 CPA Firm Owner Start date 10/2016 50 hours per month Business during securities trading hours = 10 hours per week Tax preparation and small business consulting

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2018

Experience

Past

July 17, 2018 - May 20, 2025

PERSONAL FINANCIAL PLANNING LLC

RIA

CRD#: 118533

Mobile, AL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

PERSONAL FINANCIAL PLANNING LLC

PERSONAL FINANCIAL PLANNING | SUSAN ARMSTRONG MARTINO D/B/A PERSONAL FINANCIAL PLANNING | PERSONAL FINANCIAL PLANNING LLC

CRD#: 118533 / SEC#:

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Contact information

Main Address

3510 Montlimar Plaza Drive Suite 200, Mobile, AL 36609-1746

Mailing Address

Phone number

(251) 342-7377

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 41,947,566

Red Flags

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