RP
Rupa C. Pereira
FWJ PLANNING LLC
Apex, NC
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CRD#: 7606821
RP
Professional summary
Rupa Celestine Pereira is a registered financial advisor currently at FWJ PLANNING LLC located in Apex, North Carolina.
Rupa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rupa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
Owner of FWJ Tax LLC - for Tax Planning and Tax Preparation Business is not Investment Related. Approx 10 hrs/month outside peak-season
CRS (Client Relationship Summary) - RIA
Click below to view Rupa Celestine Pereira'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®
NoneExperience
Current
August 19, 2022 - Present
FWJ PLANNING LLC
RIA
CRD#: 322852
Apex, NC
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
North Carolina(8/19/2022)
IAR
Texas(9/24/2025)
Current Firm
FP
FWJ PLANNING LLC
FILL WITH JOY PLANNING | FWJ PLANNING LLC | FILL WITH JOY PLANNING LLC
CRD#: 322852 / SEC#:
North Carolina
Registered Investment Advisory firm - (8/19/2022 Approved)Texas
Registered Investment Advisory firm - (9/8/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Apex, NC
Mailing Address
Po Box 122, New Hill, NC 27562
Phone number
(910) 275-5936
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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