AUMdb
AJ

Amy Joan Goan

CRD 1780084 Certified Financial Planner

Firms

FirmRoleAs of
Prism Financial Planning, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗