CRD: 121784
Fireside Financial Planning, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Capital pioneerQuantum
- Established Date
- 02-03-1992
- Office Locations
- 1
Office Locations
About Fireside Financial Planning, Inc.
Fireside Financial Planning, Inc. is a San Jose, CA firm providing investment advisory and financial planning for individuals and small businesses, alongside affiliated tax preparation, planning, and representation. Client work centers on retirement planning, money management, trusts & estates, college planning, and insurance guidance. Investment implementation includes diversified allocation using vehicles such as ETFs, mutual funds, and annuity solutions, with a tax-aware planning emphasis.
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Owner & Executives
MICHAEL ZAPLITNY
Advisor, Chief Executive Officer
- CRD
- #2197865
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,717,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,717,284 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,717,284
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $774,960,116 | 10.0% |
| Corporate - Investment Grade | $805,958,520 | 10.4% |
| Other | $2,968,097,242 | 38.3% |
| Cash | $3,200,585,277 | 41.3% |
| Total | $7,749,601,155 | 100.0% |