Updated:Jul 6, 2026

Personal Financial Planning

PERSONAL FINANCIAL PLANNING INC. is a state-registered investment adviser in Roanoke, VA. The firm manages approximately $20 million in regulatory assets.

Personal Financial Planning

PERSONAL FINANCIAL PLANNING INC. is a state-registered investment adviser in Roanoke, VA. The firm manages approximately $20 million in regulatory assets. It is based in Roanoke.

Website

pfpinc.com

General information

Firm type

RIA

Location

Region

North America

What is Personal Financial Planning?

Personal Financial Planning is a ria tracked on Altss.

What does Altss track for Personal Financial Planning?

Altss maintains an OSINT-verified profile of Personal Financial Planning 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 Personal Financial Planning's website?

Personal Financial Planning's public website is pfpinc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Personal Financial Planning?

Personal Financial Planning is classified by Altss as a RIA within the North America region.

How does Altss source intelligence on Personal Financial Planning?

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 Personal Financial Planning's Altss profile last updated?

Personal Financial Planning's profile on Altss was last refreshed on July 6, 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: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.