Financial Planning Platform

Building a financially secure future for the people of Covina for more than 10 years, we have been offering sound investment advice in various domains.

Financial Advisor Services In Covina

Financial Planning Platform, the best financial advisors in the Covina area are at your beck and call once you’ve signed on with us. When it comes to investment advice we’ve got anything you want covered, from college funds, to car insurance to retirement planning. Take a look below to learn more about services we can offer you:
saving for college education

College Funds

auto and home insurance provider near me

Auto & Home Insurance

roth ira 401k service provider near me

401K & Roth IRA

the best life insurance service provider ca

Life Insurance

annuities advisory service near me

Annuities

the best retirement planning services

Retirement Planning

Understanding Various Types Of Loans

Most people experience a time in their lives where they need to borrow a large sum of money. This can be for college, a house, car, or any other significant life event. Taking out a loan is a commitment, and...

6 Steps To Repair Bad Credit

Technically, credit repair is a process that involves fixing your bad credit score in any way that you can, whether it's on your own or with the help of a financial advisor. Some people think the term "credit...

What Is A Money Market Account (MMA)?

A money market account, or MMA, is a kind of savings account that is often associated with benefits such as having access to debit cards and check writing. Traditionally, the interest rates offered by these...

The Role Of Financial Planners In Marriages And Divorces

Marriage can be the most joyous occasion of one's life, filled with bright hopes for the future that you will share with your partner. For many people, unfortunately, separation and divorce may come along to...

What Are Certificate Of Deposit Accounts (CDs)?

Looking to invest your money in a secure way? Certificate of Deposit (CD) accounts are among the safest offers from banks, credit unions (called Share Certificates) and brokerage firms. Compared to leaving...

Financial Planning Platform – Covina

Experience sound, trustworthy financial planning from a completely new perspective at Financial Planning Platform

We at FPP are committed to understanding your unique personal needs when it comes to securing a comfortable lifestyle for you and your loved ones. Our services are designed to help you focus on the more fulfilling goals life has to offer.

Contact us For a Free Financial Consultation Today

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Testimonials

I was fast approaching retirement and was worried about what shape my finances would be in when I did. When I got in touch with FPP, they were courteous and listened to everything I said. I remember I walked out of there with a smile that day and it feels great to have this issue sorted!

@GEORGE

Considering how expensive education has become, we were looking out for someone who was competent enough to give us a plan which didn’t involve cutting back too much. I’m really glad to say Paul delivered and now we have our kids studying in prestigious universities.

@JANE

I always thought a life insurance is something that no one opts for. I chanced upon FPP’s website and opted for a free consultation. Paul made sure that I understood the benefits of having life insurance to make the most of my savings. Now I’m proud to say I’ve got full coverage!

@ELLEN

FPP Office - Covina

Financial Planning Platform Covina Office
325 East Rowland St Covina, CA 91723
(909) 531-4994
9am-5pm 7 Days a Week

FPP Office - Rancho Cucamonga

Financial Planning Platform Rancho Cucamonga Office
9439 Archibald Ave Suite #110 Rancho Cucamonga, CA 91730
(909) 531-4115
9am-5pm 7 Days a week

FPP Office - Colton

Financial Planning Platform Colton Office
1461 East Cooley Dr Suite #175 Colton, CA 92324
(909) 531-4225
9am-5pm 7 Days a week