# Joseph M. Sebo, CFP Inc.

Joseph M. Sebo, CFP Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323589
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323589

## About

JOSEPH M. SEBO, CFP INC. is a state-registered investment adviser in OCEANSIDE, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## People

- Joseph M. Sebo — Founder and CFP

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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