FIT Planning Group, Inc.
We are a high-touch and relationship-focused, full-service Independent Financial Planning firm, located right off the 57 Freeway & Orangethorpe Ave., formerly known as the Better Business Bureau (BBB) building.
Our firm was first “planted” in Cerritos, California in 2005 specializing in insurance and general retirement planning. Thereafter, we relocated to Fullerton, Orange County in 2007 and expanded our services to include fiduciary investment services, tax planning and comprehensive financial planning. To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referred-base practice. Since 2016, we permanently “rooted” our firm & TEAM in the City of Placentia, with our own free-standing building right off the 57 Freeway & Orangethorpe Ave., formerly known as the Better Business Bureau building.
Address: 550 W. Orangethorpe Ave. Placentia, CA 92870, USA
Phone: +1 888 912 PLAN
FAX: +1 714 988 2178
