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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2021
- Office Locations
- 1
Office Locations
About Future Perfect Planning, LLC
Future Perfect Planning is a founder-led CFP(R) firm in Brooklyn providing holistic financial planning for mid-career professionals. Plans support major life decisions, retirement, and multi-generational priorities, with proactive updates as life changes. Investment implementation is primarily ETF-based with fixed-income allocations. Operates as a solo advisor practice, offering a direct relationship with the founder.
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Owner & Executives
CRISTINA MARGHERITA GUGLIELMETTI
Chief Compliance Officer, Financial Planner, President
- CRD
- #2912002
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,452,354 | $367,375 |
| Non-Discretionary | $0 | -- |
| Total | $44,452,354 | $367,375 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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