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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...
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 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
Frequently asked questions
What is FWJ PLANNING LLC?
FWJ PLANNING LLC is a ria headquartered in Apex.
Where is FWJ PLANNING LLC headquartered?
FWJ PLANNING LLC is headquartered in Apex.
What does Altss track for FWJ PLANNING LLC?
Altss maintains an OSINT-verified profile of FWJ PLANNING LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is FWJ PLANNING LLC's website?
FWJ PLANNING LLC's public website is fwjplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is FWJ PLANNING LLC?
FWJ PLANNING LLC is classified by Altss as a RIA.
How does Altss source intelligence on FWJ PLANNING LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was FWJ PLANNING LLC's Altss profile last updated?
FWJ PLANNING LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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