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FWJ PLANNING LLC
FWJ Planning specializes in financial planning for women-led households. It is a fiduciary, advice-only firm based in North Carolina and serving clients...
Overview
FWJ Planning specializes in financial planning for women-led households. It is a fiduciary, advice-only firm based in North Carolina and serving clients nationwide. The firm focuses on education planning, legacy planning, caring for loved ones, cross-border planning, cashflow and tax planning, and investment planning.
General information
Firm type
RIA
Location
City
Apex
Principals
Rupa Pereira
CFP®, fee-only financial advisor
Sector focus
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