CRD: 291250
Redwood Financial Planning, LLC
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- Custodian
- American Funds · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-20-2018
- Office Locations
- 2
Office Locations
About Redwood Financial Planning, LLC
Redwood Financial Planning is an independent wealth management and financial planning firm based in Scotch Plains, NJ, serving clients across the Tri-State area. The team delivers comprehensive, ongoing planning (cash flow, retirement/401(k) rollovers, tax strategies, college, estate and insurance analysis) alongside asset management using low-cost, diversified portfolios with active management and risk-management guidance for business owners’ benefits. Advisors are frequently quoted in outlets like CNBC and MarketWatch.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JARED SCOTT FRIEDMAN
Chief Compliance Officer, Financial Planner, Owner, President
- CRD
- #4678181
- Ownership
- 50% but less than 75%
MICHAEL ALLEN MCLANE
Co-President, Financial Planner, Owner
- CRD
- #2948543
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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PAUL MACNAMARA
Financial Planner
- CRD
- #2703938
ELEANA TOURIS MCLANE
Financial Advisor
- CRD
- #1284272
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,845,592 | $267,432 |
| Non-Discretionary | $0 | -- |
| Total | $388,845,592 | $267,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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