# Personal Financial Planning

Personal Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** pfpinc.com

## Regulatory record

- **CRD number:** 118589
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118589

## About

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.

## Related profiles

- [Penguin Random House](https://altss.com/profile/penguin-random-house)
- [Pine Cone](https://altss.com/profile/pine-cone-llc)

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Last updated: 2026-07-06T01:24:23.134Z

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