Company

Plan B Investments, Inc.

Financial Services Carmel Valley, California, United States 20 employees

Employees: 20

www.planbii.com LinkedIn

Plan B Investments, Inc. Overview

Headquarters: Carmel Valley, California, United States
Website: www.planbii.com
Industry: Financial Services
Employees: 20
Founded: 2004
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fee-Based Money Mangement Financial Planning Retirement Plans 401(k) Estate Settlement Real Estate IRA w www

About Plan B Investments, Inc.

PLAN B INVESTMENTS, INC., was established in 2004 as a Registered Investment Advisor/Broker dealer (RIA/BD) based on the notion that the investor's goals should be placed first and foremost, not the RIA/BD. We analyze each situation and define what services best suits the client. Our commitment is to be involved in our clients' financial situation with a hands on approach, and have an ongoing business relationship. Martin P. O'Malley, Jr., President and Chief Compliance Officer, has been securities licensed since 1988. Past career experiences include independent commodity floor trader at the Chicago Board of Trade and commodity trader for Anheuser Busch, Inc.

Plan B Investments, Inc. Contact Details

People in AeroLeads: 4

Plan B Investments, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Martin O'malley, Jr.	President / Owner at Plan B	Carmel Valley, California, United States	View
Gabriel Alejandro Cortecero Alvarez	Profesional En Negocios Internacionales	Medellín, Antioquia, Colombia	View
Beatriz Guerra Jimenez	Auxiliar De Enfermeria En U.t Esculapio	Colombia	View
Valentin Lukashevich	Менеджер По Продажам	Minsk, Belarus	View