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Joseph M. Sebo, CFP Inc.
JOSEPH M. SEBO, CFP INC. is an SEC-registered investment adviser in OCEANSIDE, CA. The firm manages approximately $2 million in regulatory assets.
Joseph M. Sebo, CFP Inc.
JOSEPH M. SEBO, CFP INC. is an SEC-registered investment adviser in OCEANSIDE, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Joseph M. Sebo
Founder and CFP
Sector focus
Frequently asked questions
Who runs Joseph M. Sebo, CFP Inc.?
Joseph M. Sebo, a Certified Financial Planner, is the founder and likely the sole principal of the firm. Public records indicate he operates the RIA independently.
What services does Joseph M. Sebo, CFP Inc. offer?
The firm provides personal financial planning, retirement planning, estate planning, and investment management services. It is structured as a fee-only RIA.
Is Joseph M. Sebo, CFP Inc. a single-family office?
No, the firm is an RIA that serves individual clients, not an exclusive family office. It operates as a independent financial planning practice.
How is Joseph M. Sebo, CFP Inc. different from larger wealth managers?
The firm is a single-practitioner practice focused on personalized financial planning, which reduces conflicts of interest from proprietary products common at larger institutions.
Does Joseph M. Sebo, CFP Inc. manage assets directly?
The firm offers investment management as part of its services, but the exact structure of asset management (discretionary vs. advisory) is not publicly detailed. It likely uses third-party custodians.
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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