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Financial Planning Advocate, LLC jobs and careers

United States

About Financial Planning Advocate, LLC

The mission of FPAdvocate is to provide the CPA financial planner with the tools to guide them in reimagining what it means to serve as their client’s advocate and trusted advisor, as well as reimagine new possibilities for their firm. Providing boots on the ground support, coaching, mentoring and instruction to build and implement their personal financial planning practice. When posts appear from Paraklete Financial, Inc.: Paraklete® Financial, Inc. (Paraklete) social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved by Paraklete for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of Paraklete or its affiliates.

Employees
1 to 10
Headquarters
United States

Leadership

The top of Financial Planning Advocate, LLC's org chart, with how many people report into each leader.

STPhoto of Susan M. Tillery

Susan M. Tillery

President

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