FIT Planning Group, Inc. has grown from its beginnings in Cerritos in 2005 to become a trusted resource for individuals seeking clear, thoughtful financial guidance. After expanding our services in Fullerton to include fiduciary investment management, tax planning, and full-spectrum financial planning, our commitment to client-focused service helped us build a strong referral-based practice supported by community partnerships and professional relationships. Since 2016, our team has proudly called Placentia home, operating from our own freestanding building near the 57 Freeway and Orangethorpe Avenue, where we continue to serve clients with professionalism and heart.

Our vision is to remain the most reliable and principled choice for those seeking independent financial expertise, and our mission is centered on empowering clients to align their goals, values, and long-term financial success. Guided by values rooted in stewardship, respect, care, diversity, family, and faith, we strive for excellence in every interaction.