# Lifestyle Planning, LLC

Lifestyle Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** lifestyleplanningfirm.com
- **LinkedIn:** https://www.linkedin.com/company/lifestyle-planning-llc

## Regulatory record

- **CRD number:** 321856
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321856

## About

Lifestyle Planning, LLC builds retirement plans that pay for clients' bucket lists so they do not die with regrets. They help create a Lifestyle Map™ covering financial security in retirement, healthcare security in retirement, a 6Fs fulfillment score, and three action-steps toward an ideal life. The process starts with a Discovery Call interview to see if there is a good match.

## People

- Francisco Sirvent — President l Wealth Advisor
- Karmi Gutman — CAIA®, CFP®, ChFC®, WMS®, Financial Planner
- Gabriel Sirvent — WMS®, Junior Planner
- Francisco Sirvent — President l Wealth Advisor
- Karmi Gutman — CAIA®, CFP®, ChFC®, WMS®, Financial Planner

## Questions

### What is known about Lifestyle Planning, LLC?

Lifestyle Planning, LLC is a US-registered limited liability company. Public records show no disclosed AUM, named principals, founding year, or investment activity. The firm has no public website or LinkedIn profile, and no deals or portfolio companies have been reported.

### Where is Lifestyle Planning, LLC based?

The firm's headquarters city and country are not publicly listed in accessible databases. Its registration is in the United States, but the specific locality remains unknown.

### Has Lifestyle Planning, LLC made any known investments?

No public records or media reports identify any investment deals, portfolio companies, or capital deployment by Lifestyle Planning, LLC. The firm has not disclosed positions in any asset class or geography.

### Who manages Lifestyle Planning, LLC?

The names of any principals, investment professionals, or advisory personnel are not publicly available. No biographical information or professional credentials linked to this entity can be verified.

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Last updated: 2026-08-11T15:07:19.634Z

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