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The Financial Planning Exchange

Filed under: Association

Company info:

Top executive: Bryan Wisda

PO Box 5543

Carefree, Arizona, United States,


  • Founded in 2009


What is the service or product you offer to RIAs?

The Financial Planning Exchange is a virtual peer-to-peer study group for financial planners and related professionals. We can be found on the internet at http://www.financialplanningexchange.com

How do you differentiate your offering from competitors?

There is no competition. We are the first to offer such a service. We hope that through continued strides we will stay ahead of the technology curve and continue to provide to financial planners and related professionals a worthwhile way to collaborate.

What else would you like to say about your business?

We offer all new registrants a 30 day trial membership!