Overview
What is Plannerdao C/O Embarc Collective?
Plannerdao C/O Embarc Collective is a nonprofit organization with a mission to champion and advocate for fiduciary financial planners worldwide. Their primary objective is to facilitate the delivery of comprehensive, cost-effective, and time-efficient financial planning services. By supporting this specialized group of professionals, Plannerdao C/O Embarc Collective aims to make financial planning more accessible and affordable for individuals in the United States and beyond. The organization's activities and objectives remain focused on promoting and fostering the growth of this niche field, contributing to improved financial well-being for many.
Is Plannerdao C/O Embarc Collective legitimate?
Plannerdao C/O Embarc Collective is a legitimate nonprofit organization registered as a 501(c)(3) entity. Plannerdao C/O Embarc Collective submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
What is the mission statement of Plannerdao C/O Embarc Collective?
Plannerdao, under the umbrella of Embarc Collective, is committed to advocating for and advancing the role of fiduciary financial planners globally. Their mission is to facilitate the provision of comprehensive, efficient, and cost-effective financial planning services. By promoting these professionals, they aim to make financial planning more accessible to a wider audience. They strive to uphold the principles of trust, transparency, and accountability, ensuring that financial planning services are delivered with the best interests of their clients in mind.
Who is the CEO of Plannerdao C/O Embarc Collective?
Steve Larsen is the President of Plannerdao C/O Embarc Collective.
What is the revenue of Plannerdao C/O Embarc Collective?
Plannerdao C/O Embarc Collective's revenue in 2021 was $700.
Who are the executives of Plannerdao C/O Embarc Collective and what are their salaries?
There is 1 key member and their salary:
- Compensation: $0
- Related: $0
- Other: $0
Where can I find the form 990EZ for Plannerdao C/O Embarc Collective?
Plannerdao C/O Embarc Collective's most recent form 990EZ was submitted in 2021 and can be accessed here.
Mission Statement of Plannerdao C/O Embarc Collective
Plannerdao C/O Embarc Collective is an organization dedicated to championing the cause of fiduciary financial planners globally. Their mission is to encourage and foster these professionals, primarily based in the United States, to deliver comprehensive, efficient, and cost-effective financial planning services. By doing so, they aim to make these services widely accessible, ensuring that individuals and families can manage their finances effectively and make informed decisions about their financial future.
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Impact
October, 2024
Plannerdao C/O Embarc Collective has a significant impact by advancing the role of fiduciary financial planners in the United States and globally. By promoting comprehensive, efficient, and low-cost financial planning services, Plannerdao empowers individuals to make informed financial decisions that align with their goals. This support fosters a culture of trust and accountability in the financial planning industry, ensuring that clients receive unbiased advice that prioritizes their best interests.
The initiative also enhances the accessibility of financial planning services, making it easier for a broader audience to benefit from expert guidance. By prioritizing fiduciary principles, Plannerdao contributes to the overall financial well-being of communities, enabling individuals and families to achieve greater financial security and stability. Ultimately, Plannerdao's work facilitates a more equitable financial landscape, encouraging responsible planning practices that resonate on both local and global levels.
This information is meant to be a general summary of Plannerdao C/O Embarc Collective. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2021.
- Gross Receipts: $700
Assets and Liabilities:
- Total Assets: $111
- Total Liabilities: $3,862
- Net Assets: -$3,751
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Organization Details
Principal Officer
Steve Larsen
Main Address
802 E WHITING ST, TAMPA, FL, 33602
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