Nothing to Wear? Consider Your Wardrobe Problems Solved

Laura Shin
Posted

When you get up in the morning, you probably never think, “I have nothing to wear!”

Just kidding.

We know how it goes. You get up and bounce over to your closet, psyched to look really good. But sometimes, when you throw on an outfit, it just falls short.

Well, we’ve got a solution for you. It’s called the Essential Outfitter.

Simply put, it’s a magical tool that will help you combine basics effortlessly—and make you look good all the time.

To create the Essential Outfitter, we drew up a list of 15 wardrobe basics guaranteed to go the distance for you. These are the go-tos you turn to over and over again on nothing-to-wear mornings; the ones that will boost your confidence in the conference room and at cocktail parties. The ones that never go out of style.

Then, we tossed in 15 essential accessories, mixed everything up and served up perfect outfits for every occasion, from date nights to business lunches to weekend brunches. We’ve even got you covered on vacation.

Select any item in the Essential Outfitter (which is just one of the many fun tools in our Priceless Style Bootcamp), and see how many looks you can create with only 15 essential clothing items and 15 essential accessories.

But when you’re done, don’t close the window! We wouldn’t leave you all inspired with nowhere to go, so we’ve included a chart of good value, mid-range and high-end versions of each of the classic work pieces we recommend.

Select your outfit essential:

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    • How Does Your
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      Your expenses exceed your income.
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      This tool is for illustrative and educational purposes only. You should speak to a financial professional before making any big decisions.

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      * For a rough estimate, multiply your gross annual salary by 0.75.

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      How much can you save each year for your goal?

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      How many years until your goal?

      What interest rate will this earn?

      Typical return on a savings account: 1.5%
      Inflation 3%
      Historic investment return: 8%

      Growth Over Time

      Years
      Amount Accrued in 0 Years
      $0.00
      Remember: Because of inflation, the buying power of this amount decreases over time. Historically, inflation has increased at an average of 3% each year. If your rate of return is less than the rate of inflation, you are losing money.
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      Typical interest on a savings account: 1.5%
      Inflation: 3%
      Historic investment return: 8%

      What's your marginal tax bracket?

      Not sure? Play it safe with 25%

      Diagnosis

      8%
      Your after-tax
      cost of debt
      9%
      Your after-tax return
      on investments
      In this scenario, there is no significant difference between accelerating your debt repayment and investing. You should choose which feels right for you.

      Things To Keep In Mind

      • Do you have a big purchase coming up for which it would be better to improve your credit score by lowering your debt?
      • What will give you greater peace of mind?
      • There is no guarantee when it comes to investing. Markets can be volatile, whereas the interest on debt is known.
      • Check to make sure your emergency savings fund is intact before using extra funds to accelerate debt payment or invest.
      In this scenario, the after-tax cost of your debt is greater than the after-tax return on your investments. You should consider using extra funds to accelerate your debt repayment before you invest.

      Things To Keep In Mind

      • Check to make sure your emergency savings fund is intact before using extra funds to accelerate debt repayment or to invest.
      In this scenario, the after-tax cost of your debt is less than the after-tax return on your investments. You should consider using any extra funds to invest before accelerating your debt repayment.

      Things To Keep In Mind

      • Don't forget to always make your minimum debt payment!
      • Do you have a big purchase coming up where for which it would be better to improve your credit score by lowering your debt?
      • There is no guarantee when it comes to investing and markets can be volatile. In contrast, the interest on debt is known.
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    • tooltip-pulse

      Birthplace: Westlake, TX

      36% of U.S. children who are born into families in the highest income tax bracket will stay in that bracket as they become adults. (With a median income of $250,000, Westlake tops the list of most affluent neighborhoods in the U.S.)

      tooltip-pulse

      Deborah

      A survey of LinkedIn profiles found that the top female CEO names, in ranked order, are Deborah, Sally, Debra, Cynthia and Carolyn.

      tooltip-pulse

      Asian

      As of 2008, Asian families in the United States earned a median income of $73,578—more than white families ($65,000), Hispanic families ($40,466) and black families ($39,879).

      tooltip-pulse

      Non-Smoker

      The net worth of non-smokers is $8,300 higher than heavy smokers and $2,000 higher than light smokers.

      tooltip-pulse

      Pharmacist

      Female pharmacists have the highest median weekly earnings among women, earning $1,647 every week. Chief executives and lawyers also top the list of highest paying jobs for women.

      tooltip-pulse

      Blonde

      Blonde women in the UK make more than their brunette and redheaded counterparts. Blondes have a monthly take-home pay equivalent to $1,556, while brunettes make $1,432 and redheads make $1,357.

      tooltip-pulse

      Left-Handed

      Left-handed people earn 5% more per hour than right-handed people. However, this effect is more pronounced in men.

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      29 and Single

      Single and childless women under 30 living in the biggest American cities earn 8-20% more than their male co-workers.

      tooltip-pulse

      Beautiful

      Beautiful women earn about 5% more than average-looking women, and women with below-average looks make 9% less than their ordinary-looking counterparts. But being too attractive can work against you, especially if you're applying for a "masculine" job such as mechanical engineer or director of finance.

      tooltip-pulse

      Eldest Child

      The eldest child is the most likely to earn a six-figure salary. The youngest child, on the other hand, is the least likely to earn $100,000 or more.

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      Drinker

      Women drinkers earn 14% more than non-drinkers, according to a study published by the Journal of Labor Research.

      tooltip-pulse

      MBA

      The more education a woman has, the more income she will likely earn over a lifetime. A woman with a professional degree, for example, will earn, on average, $4.4 million over a lifetime, compared to $1.2 million for a high school graduate.

      tooltip-pulse

      5'10''

      Studies have shown that tall people tend to earn more than their short co-workers. Every extra inch is worth an extra $1,000 per year in wages.

      tooltip-pulse

      Notable Trait: Assertive

      Women who score low on "agreeableness" (or more bluntly, women who are mean) earn on average about 5% or $1,828 more than those who to try to please.

      tooltip-pulse

      130 pounds

      Women considered "very thin" (25 pounds less than average) make $22,000 more every year than their co-workers of normal weight. Among white women, an extra 65 pounds is correlated with a 7% reduction in wages.

      tooltip-pulse

      Current Residence: Washington, D.C.

      Washington, D.C. tops the list of American metropolitan regions with the highest income.

      tooltip-pulse

      Good Credit Report

      Employers check credit reports during the hiring process to get an idea of your work ethic and financial responsibility. A good credit report can greatly boost your chances of landing a job.

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      LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

    • LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

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    • How do you budget for your big day—and beyond?

      The only way to make tangible progress on your financial goals—including living happily ever after—is to have a financial plan.

      Become a Member

      Get Started

    • Want to have money left over to make your home homier?

      You can save money faster by knowing exactly where you spend it. Start building up your “renovation” budget today.

      Become a Member

      Get Started

    • Saving up for your next big trip?

      You can save more money faster by knowing exactly where you spend it. Start tracking your purchases.

      Become a Member

      Get Started

    • Want more money left over to look your best?

      Get a financial plan: It’s the fastest way to make more progress on your financial goals.

      Become a Member

      Get Started

    • What’s the secret to a happy relationship?

      Being on the same page about your finances. Here’s how to get a financial plan that works for both of you.

      Become a Member

      Get Started

    • How much do you spend on food each month?

      You can save a ton of my by knowing exactly where you spend it. Start tracking your purchases.

      Become a Member

      Get Started

    • How healthy are your finances?

      Nothing feels better than seeing exactly where your money goes in order to track the progress on your goals. Get started right now.

      Become a Member

      Get Started

    • Isn’t it time you stopped overthinking about money?

      Start tracking your spending today, and take the first step toward financial success tomorrow.

      Become a Member

      Get Started

    • Want to get more out of your paycheck?

      Know exactly where every dollar you’re earning goes. Start tracking your spending … and save more … starting today.

      Become a Member

      Get Started

    • family dynamics
    • moms
    • weddings
    • home and decor
    • travel and fun
    • style and beauty
    • love and etiquette
    • food and drink
    • health and wellness
    • psychology-of-money
    • career
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      • How to Budget Your Money With the 50/20/30 Guideline
      • 9 Money Habits That Can Help You Build Wealth
      • Fin-IQ iFrame Page
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      • All Posts Partner Feed
      • Evergreen
      • How to Budget Your Money With the 50/20/30 Guideline
      • Facebook - LV Daily
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      • What a Financial Assessment Is and Why You Might Need One
      • How to Choose a Financial Planner
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        • LearnVest Classes - Money Mag
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        • Today Show - Money 911 - 1
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        • Nate Berkus Show - Finding Money In Your Home
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        • Rachael Ray Show - Deal or No Deal at a Dollar Store
        • FoxBusiness - Educating Women About Finances
        • FoxNews - LearnVest
        • ABC News - 5 Tips for Financial Independence
        • Bloomberg - Best Young Tech Entrepreneurs
        • MoneyWatch - Advice for New College Graduates
        • Pix 11 - How To Outsmart Restaurants
        • Winter Boots, Clothing and Coats:

          Get in on winter sales now for the best selection

          Suits:

          Around the new year, stores discount their fall suits

          Perfume:

          A popular holiday gift, perfume is often on sale after the season

          Home Furnishings:

          Retailers are making room for new inventory

          Calendars:

          Just after the new year, prices are drastically reduced

          Carpets and Flooring:

          Many people spruce up their homes during the holidays, so prices plummet afterwards

          Big Appliances:

          Stock not sold during the holiday rush is now heavily discounted

          Linens and Bedding:

          Ever-popular "white sales" make January the best month for these items

          Holiday Supplies:

          If you're willing and able to store cards and wrapping paper for a year, you can find them now for up to 80% off

          Office Furniture:

          Retailers cater to home businesses starting around the new year

          Video Games:

          New games are released for the holidays, but you can get them marked down afterwards

        • Winter Boots, Clothing and Coats:

          The selection is sparser, but the sales are steeper

          Perfume:

          Score a deal after Valentine’s Day

          Homes:

          Bad weather keeps buyers at bay, so competition is weak, and sellers are eager

          Home Renovations:

          You’ll pay less and get more attention from contractors, because few people renovate so early in the year

          Bicycles:

          Retailers mark down older models to make room for new inventory in February and March

          Cameras:

          New models come out in January and February, so buy last year’s version at a discount

          Home Entertainment Systems:

          The best TV and home theater sales come just before the Super Bowl

          Video Games:

          New games are released for the holidays, so you can get them marked down after the rush

          Chocolates and Candy:

          Buy after Valentine’s Day, of course

        • Sweaters and Cashmere:

          Prices can be reduced by as much as 25% to 40% from the end of March through April

          China and Flatware:

          Get in on inventory left over from the holidays

          Air Conditioners:

          Don’t wait for the weather to get hot; demand is low now, as are prices

          Gas Grills:

          As with air conditioners, demand and prices are low

          Gardening Tools:

          Rakes, hoes, shovels and other gardening implements are as much as 50% off

          Frozen Food:

          It’s National Frozen Food Month, so supermarkets celebrate with sales

        • Sweaters and Cashmere:

          Stock up now on next winter's sweaters with steep sales

          Sneakers:

          In spring, stores entice warm-weather runners with sales

          Vacuum Cleaners:

          Retailers slash prices now to make room for new models in June

          Snow Blowers:

          Come April, demand is low, so scoop up one for next year

          Office Furniture:

          Retailers cater to home businesses starting after tax season

          Cruises:

          This is the season for repositioning cruises, which have fewer ports of call but are cheaper and of great value

          Electronics:

          After the Japanese fiscal year closes at the end of March, retailers make room for new models of Japanese electronics

        • Sweaters and Cashmere:

          Prices can be reduced by as much as 25% to 40%

          Vacuum Cleaners:

          Retailers slash prices now to make room for new models in June

          Cookware:

          Graduation and wedding promotions mean you should buy pots and pans now

          Refrigerators:

          New fridges come out during the summer, so stores are clearing space; negotiate a deal

          Big Appliances:

          Stock not sold during the holiday rush is now heavily discounted

          Patio Furniture:

          Warm weather means newer models, so buy last season’s styles now

          Grilling Supplies:

          Get charcoal and lighter fluid before summer kicks into high gear and prices go up

          Small Kitchen Appliances:

          Get your mixers and blenders now, when there are sales for wedding and graduation season

          Party Supplies:

          Whether or not you’re throwing a graduation party, stock up on disposable plates, cups, etc.

          Electronics:

          After the Japanese fiscal year closes at the end of March, retailers make room for new models of Japanese electronics

          Mattresses and Box Springs:

          Stores want to make room for new models, so negotiate a good deal now

        • Men’s Suits:

          Father’s Day sales mean low prices

          Tools:

          Father’s Day strikes again

          Cookware:

          It’s not only wedding bells that are ringing—registers are ringing with sales of pots and pans

          Paint:

          When it’s hot out, no one feels like painting … which is why it’s cheap at this time of year

          Butter:

          Butter production is at its best in June and July, so prices are accordingly low; freeze for up to six months to make it last

          Champagne and Sparkling Wine:

          There are usually deals for bubbly during the holidays and before June weddings

          Gym Memberships:

          The outdoors beckon, so gyms are offering deals

        • Suits:

          Get a spring suit—in the middle of summer

          Furniture:

          Retailers are clearing space to make room for new inventory

          Big Appliances:

          Take advantage of Independence Day sales

          Paint:

          When it’s hot out, no one feels like painting … which is why it’s cheap at this time of year

          Butter:

          Butter production is at its best in June and July, so prices are accordingly low; freeze for up to six months to make it last

        • Flip-flops:

          Ever-useful flip-flops are harder to find later in the year; buy them now when retailers still have them in stock and they’re on sale

          School Supplies:

          Back-to-school sales!

          Trees, Shrubs, Plants:

          Nab end-of-summer deals late in the month, and store your plants according to instructions until next spring. Alternatively, buy bulbs, which you can plant whenever

          Lawn Mowers and Swing Sets:

          Stores discount these summer items now to make room for fall products

          Computers:

          Capitalize on back-to-school sales

          MP3 Players:

          Stores want to get rid of old models before October when new styles come out and the holiday rush begins

        • China and Flatware:

          Get in on the inventory left over from wedding season

          Wine:

          The harvest is coming in, so you can find eclectic wines from smaller wineries early in the season

          Computers:

          Upgrade yours during back-to-school sales

          Jeans:

          The remainders from back-to-school season are now available inexpensively for kids and adults

          MP3 Players:

          Stores want to get rid of old models before October, when new styles come out and the holiday rush begins

          Cars:

          Next year’s models have arrived, so dealers want to sell the current year’s leftovers, giving you negotiating leverage

          Holiday Airfare:

          It’s about eight weeks before Thanksgiving, so make travel plans before flights book up and prices skyrocket

        • Jeans:

          The back-to-school sales continue, with sparser selection but steeper discounts

          Swimsuits:

          Cash in on swimwear sales now through November

          Big Appliances:

          Buy last year’s models now; shop during Columbus Day weekend, because stores celebrate even small holidays with sales

          Air Conditioners:

          Temperatures are cooling, and so are prices

          Gas Grills:

          Pick these up now for next summer

          School Supplies:

          Back-to-school sales!

          Toys:

          Retailers lower prices as early as October in order to maximize holiday sales

          Cars:

          Next year’s models have arrived, so dealers want to sell the current year’s leftovers, giving you negotiating leverage

          Health Insurance:

          Open enrollment may be your one chance to sign up for insurance for next year

        • Wedding Dresses:

          Wedding fever is at its lowest pitch now

          Swimsuits:

          Swimwear is as much as 90% off, but selection is low

          Cookware:

          Kitchenware becomes cheaper as the holidays approach

          Christmas Trees:

          For the best selection, get your tree right after Thanksgiving; it’ll stay good for at least a month, and trees later in the season have been cut weeks earlier anyway

          Frozen Turkeys:

          Buy one immediately after Thanksgiving, when grocery stores still have a glut

          Toys:

          Retailers are slashing prices to maximize holiday sales

          Electronics:

          Black Friday and Cyber Monday offer great deals on everything from TVs to computers

        • Wedding Dresses:

          The beginning of December is the slow season, so get in before holiday engagements

          Televisions:

          In the run up to the holidays, stores have big sales on TVs

          Pools:

          Off-season, you’ll find the cheapest prices, though maybe not the best inventory

          Small Kitchen Appliances:

          Get your mixer and blender during holiday sales

          Champagne and Sparkling Wine:

          Although these are in high demand, prices are also more competitive than usual

          Frozen Meat:

          Buy this immediately after Christmas, when grocery stores still have a glut

        • Jan
        • Feb
        • March
        • April
        • May
        • June
        • July
        • Aug
        • Sept
        • Oct
        • Nov
        • Dec
        • The Paperwork

          Pick up a pen and paper and sketch out an estimate of whether you can make money with this idea of yours. This exercise is called a "break-even analysis" and it is done to estimate whether the revenue will balance the costs of doing business.

          There are several ways to do this, but here is one simple way to find out if your business idea will make money. You'll need to do some research to get acquainted with your industry--the designer baby-bib industry, let's say--and come up with a couple of numbers.

          • Fixed Costs: What are the overhead costs that don't change much month to month? $1,000
          • Variable Costs: How much does it cost in materials to produce one bib? $10
          • Price: How much do these bibs sell for? $15

          Now we'll plug these numbers into the following formula:
          Break-Even Point = Fixed Costs $1,000 / (Price $15 - Variable Costs $10) = 200 bibs

          In our example we find that you need to sell 200 bibs to break even. That's no profit. No salary. Just covering your costs. But once you have the estimate sketched out you can tinker with it. What if you charged $20 for each bib? Already you've cut your break-even point in half: you now only have to produce 100 bibs to break even. Still not possible?

          Back to the drawing board.

          The People

          The people around you--your friends, family and significant other--are likely the sounding board and support network that have gotten your business this far.

          But in order to go further, you will need funding, and these same people may spring to mind as a source. In fact, it is very common for new business owners to get started with money from friends and family. But you should never forget about options like personal savings, personal loans or lines of credit! A personal loan or investment from a loved one can be tricky, so follow these rules if you go that route:

          • Weigh the consequences: Think about potential problems involved with mixing money and relationships. Your investors may want to have a say over your shoulder or may feel you "owe them." You may also be more lax with these creditors, while they may not allow late payments.
          • Make a pitch: Treat your friend or family member like any other investor. Craft a professional pitch, even if it is presented to your mother in her nightie.
          • Put it in writing: Just to make everything clear, put down on paper the terms of how much you owe, the schedule for repayment and any penalties.

          The Place

          Where are you going to do what you do? Have you scoped out a vacant storefront? Are you planning on operating entirely online?

          If you are going to be opening a business that needs office or retail space, consider these factors before signing a lease and hanging out your shingle:

          • Your operational needs: This may seem obvious, but be sure to think through all aspects of your work and consider everything you may need from the space in the course of a regular week: Do you need a commercial-grade kitchen? Access to your office 24 hours a day? Readily available shipping services?
          • Zoning: Make sure that any property you are looking to lease is zoned for business. And if working from home, make sure your business does not violate any home-office zoning restrictions.
          • Licenses or permits: Once you have a location, secure the necessary licenses or permits for your city, municipality or state.

          The Intangibles

          Turning an idea into a lasting business takes a lot of work and determination. The pure and persistent belief in yourself and your idea will power your business idea as much as a ton of business proposals.

          As soon as your idea is fully formed, treat every potential business interaction professionally. Here are some suggestions:

          • Get involved in the industry: Join professional associations, participate in online discussion boards, attend happy hours or start up your own club for like-minded entrepreneurs.
          • Look the part: Dress appropriately for the industry and invest in business cards to hand out to those you meet.
          • Separate your business and personal life: Establish one email and one phone number for business dealings, and make sure the email address is not too personal.
        • You're already operating your business. Magnificent! Chances are you're running hard to keep up with all the things you need to do. But take a moment to evaluate where you are and what you need to focus on going forward. That way, you can keep your goals in mind while taking this bootcamp and use the information and resources here to your best advantage. Consider the following:

          The Paperwork

          You might have glossed over the chart above since your business structure is already set. But consider for a moment whether the way you originally established it still makes sense for you. For example, if you started your business as a sole proprietorship because it was cheap and easy, you may find that there is now no separation between the business and your personal funds, subjecting your finances to the risks of the business. Maybe it's a good time to evolve into an S-Corp, so that you can add a layer of protection for yourself that a sole proprietorship or partnership does not offer.

          The People

          When you got started, you and any other founders took on set roles. As your business has grown, you want to make sure that each person's responsibilities continue to match his or her skill set, and that everyone's expectations are aligned. One way to avoid messy--and costly--misunderstandings later is to draft a partnership agreement. This kind of document, also available at LegalZoom.com, will make it a much more enjoyable trip for all. If it is employees you're thinking about--and we'll address hiring in more detail later this week--be sure you can afford the cost of full time labor. If you can't you may want to consider hiring a contractor, freelancer or part-timer for the short term.

          The Place

          If you have boxes of inventory piled up in your garage or have ever had barking dogs interrupt business phone calls, it might be time to give your business its own space. Committing to a space is a big leap, though, so you need to thoroughly weigh the benefits. Or, if you've been renting an office space but are finding the cost to be a burden, you should consider alternatives.

          Many small business owners are now sharing offices. National companies like Regus provide desks, conference rooms and telephone receptionists to individuals or small companies. Most metropolitan areas have locally owned shared work sites that you can check out. There are also industry-specific shared co-working spaces so that you can get to know other graphic designers, for example.

          The Intangibles

          While cash, inventory and equipment are fairly obvious assets, take a moment to take stock of the intangible assets of your business.

          • Contracts: Firm up contracts with service providers now to avoid misunderstandings later.
          • Trademarks and Patents: Look at your business name, slogan or logo and decide if any of them might benefit from a registered trademark, which will protect your product or service from fakes and establish a legal standing for the mark in court, helping to make your product or service distinct in the marketplace. Start by searching the database of currently registered names and designs that the United States Patent and Trademark Office offers to be sure yours is not already in use. Other information about trademarking your intellectual property can be found on the site's Trademark Basics page.
          • Website urls: Even big businesses can get tripped up securing and renewing website names. Do a WhoIs search to see if anyone is already using your desired domain name. Once you register the name, the Internet Corporation for Assigned Names and Numbers (ICANN) requires the registrar to submit your personal contact information to the WHOIS database, which makes your listing publicly available. If your dream website name is taken, you may be able to buy it from the current user.
        • Getting Started
        • Up and Running
        • Exercising at least 150 minutes a week can help you sleep better and feel more alert during the day, which will up your productivity and help you impress your boss at meetings. In fact, getting in a midday workout has the net effect of boosting your productivity in the afternoon--even though you're spending less time at the office overall. It increases your creativity right afterward and decreases sleepiness. And you'll need to take fewer of your sick days if you exercise regularly.

        • According to an Insurance.com analysis, if you are a 180-pound woman, dropping 20 to 40 pounds could save you $189 a year on a term life insurance policy, and $527 a year on whole life insurance.



        • According to the American Heart Association, physically active people save $500 a year in health care costs. And according to Lehigh University, obese women can expect to spend $3,613 extra a year in medical spending, especially for hospitalizations and prescription drugs. In fact, the way the numbers break down, you would actually be better off smoking at a healthy weight than not smoking while obese (not that we're telling you to start lighting up!).

        • Forcing your car to tote around extra weight will cost you more in gas as well. Americans are now burning nearly 1 billion more gallons of gasoline each year than they did in 1960 because of our increased collective weight.



        • An April 2012 study by the University of Manchester and Monash University Melbourne found that those who were overweight are discriminated against by hiring managers and are less likely to win a position. That same study found that hiring managers also offered a lower starting salary to overweight candidates. A study by Cornell also found that overweight women on average earn 7% less than fitter women. Unfortunately, weight seems to affect women's earnings more than men's: A female baby boomer earns $313.70 less per year for every one-point increase in her B.M.I., while men only lose $161.30 per point increase.

        • This all adds up to a huge difference in your accumulation of wealth and retirement funds, and it affects not only the obese, but also the mildly overweight. For every one-point increase in your B.M.I. over the healthy range, a typical American's net worth drops by $1,000. On average, the obese will accumulate just half the wealth of a person in a normal weight range.

        • Productivity
        • Life Insurance
        • Health Care
        • Gas
        • Compensation
        • Overall
        • How do you balance spending on your kids with spending on yourself?

          The LearnVest Program helps you figure out how to find the right balance. Get a taste with our free tool!

          Get started

        • How do you budget for your big day—and beyond?

          The only way to make tangible progress on your financial goals—including living happily ever after—is to have a financial plan.

          Become a Member

          Get Started

        • Want to have money left over to make your home homier?

          You can save money faster by knowing exactly where you spend it. Start building up your “renovation” budget today.

          Become a Member

          Get Started

        • Saving up for your next big trip?

          You can save more money faster by knowing exactly where you spend it. Start tracking your purchases.

          Become a Member

          Get Started

        • Want more money left over to look your best?

          Get a financial plan: It’s the fastest way to make more progress on your financial goals.

          Become a Member

          Get Started

        • What’s the secret to a happy relationship?

          Being on the same page about your finances. Here’s how to get a financial plan that works for both of you.

          Become a Member

          Get Started

        • How much do you spend on food each month?

          You can save a ton of my by knowing exactly where you spend it. Start tracking your purchases.

          Become a Member

          Get Started

        • How healthy are your finances?

          Nothing feels better than seeing exactly where your money goes in order to track the progress on your goals. Get started right now.

          Become a Member

          Get Started

        • Isn’t it time you stopped overthinking about money?

          Start tracking your spending today, and take the first step toward financial success tomorrow.

          Become a Member

          Get Started

        • Want to get more out of your paycheck?

          Know exactly where every dollar you’re earning goes. Start tracking your spending … and save more … starting today.

          Become a Member

          Get Started

        • Track your monthly grocery spending now

          Get in the habit of tracking your grocery bill. When you know what you spend on average you'll spend more wisely each month.

          Get Started

        • Where does your money go every month?

          You can actually save money by knowing exactly where you spend it. Start tracking your purchases.

          Get Started

          Get Started

        • subcategories
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        • Content pitch
        • Financial confession
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        • My Money Center support
        • Make A Plan Support
        • Suggestions
        • Winter Boots, Clothing and Coats:

          Get in on winter sales now for the best selection

          Suits:

          Around the new year, stores discount their fall suits

          Perfume:

          A popular holiday gift, perfume is often on sale after the season

          Home Furnishings:

          Retailers are making room for new inventory

          Calendars:

          Just after the new year, prices are drastically reduced

          Carpets and Flooring:

          Many people spruce up their homes during the holidays, so prices plummet afterwards

          Big Appliances:

          Stock not sold during the holiday rush is now heavily discounted

          Linens and Bedding:

          Ever-popular "white sales" make January the best month for these items

          Holiday Supplies:

          If you're willing and able to store cards and wrapping paper for a year, you can find them now for up to 80% off

          Office Furniture:

          Retailers cater to home businesses starting around the new year

          Video Games:

          New games are released for the holidays, but you can get them marked down afterwards

        • Winter Boots, Clothing and Coats:

          The selection is sparser, but the sales are steeper

          Perfume:

          Score a deal after Valentine’s Day

          Homes:

          Bad weather keeps buyers at bay, so competition is weak, and sellers are eager

          Home Renovations:

          You’ll pay less and get more attention from contractors, because few people renovate so early in the year

          Bicycles:

          Retailers mark down older models to make room for new inventory in February and March

          Cameras:

          New models come out in January and February, so buy last year’s version at a discount

          Home Entertainment Systems:

          The best TV and home theater sales come just before the Super Bowl

          Video Games:

          New games are released for the holidays, so you can get them marked down after the rush

          Chocolates and Candy:

          Buy after Valentine’s Day, of course

        • Sweaters and Cashmere:

          Prices can be reduced by as much as 25% to 40% from the end of March through April

          China and Flatware:

          Get in on inventory left over from the holidays

          Air Conditioners:

          Don’t wait for the weather to get hot; demand is low now, as are prices

          Gas Grills:

          As with air conditioners, demand and prices are low

          Gardening Tools:

          Rakes, hoes, shovels and other gardening implements are as much as 50% off

          Frozen Food:

          It’s National Frozen Food Month, so supermarkets celebrate with sales

        • Sweaters and Cashmere:

          Stock up now on next winter's sweaters with steep sales

          Sneakers:

          In spring, stores entice warm-weather runners with sales

          Vacuum Cleaners:

          Retailers slash prices now to make room for new models in June

          Snow Blowers:

          Come April, demand is low, so scoop up one for next year

          Office Furniture:

          Retailers cater to home businesses starting after tax season

          Cruises:

          This is the season for repositioning cruises, which have fewer ports of call but are cheaper and of great value

          Electronics:

          After the Japanese fiscal year closes at the end of March, retailers make room for new models of Japanese electronics

        • Sweaters and Cashmere:

          Prices can be reduced by as much as 25% to 40%

          Vacuum Cleaners:

          Retailers slash prices now to make room for new models in June

          Cookware:

          Graduation and wedding promotions mean you should buy pots and pans now

          Refrigerators:

          New fridges come out during the summer, so stores are clearing space; negotiate a deal

          Big Appliances:

          Stock not sold during the holiday rush is now heavily discounted

          Patio Furniture:

          Warm weather means newer models, so buy last season’s styles now

          Grilling Supplies:

          Get charcoal and lighter fluid before summer kicks into high gear and prices go up

          Small Kitchen Appliances:

          Get your mixers and blenders now, when there are sales for wedding and graduation season

          Party Supplies:

          Whether or not you’re throwing a graduation party, stock up on disposable plates, cups, etc.

          Electronics:

          After the Japanese fiscal year closes at the end of March, retailers make room for new models of Japanese electronics

          Mattresses and Box Springs:

          Stores want to make room for new models, so negotiate a good deal now

        • Men’s Suits:

          Father’s Day sales mean low prices

          Tools:

          Father’s Day strikes again

          Cookware:

          It’s not only wedding bells that are ringing—registers are ringing with sales of pots and pans

          Paint:

          When it’s hot out, no one feels like painting … which is why it’s cheap at this time of year

          Butter:

          Butter production is at its best in June and July, so prices are accordingly low; freeze for up to six months to make it last

          Champagne and Sparkling Wine:

          There are usually deals for bubbly during the holidays and before June weddings

          Gym Memberships:

          The outdoors beckon, so gyms are offering deals

        • Suits:

          Get a spring suit—in the middle of summer

          Furniture:

          Retailers are clearing space to make room for new inventory

          Big Appliances:

          Take advantage of Independence Day sales

          Paint:

          When it’s hot out, no one feels like painting … which is why it’s cheap at this time of year

          Butter:

          Butter production is at its best in June and July, so prices are accordingly low; freeze for up to six months to make it last

        • Flip-flops:

          Ever-useful flip-flops are harder to find later in the year; buy them now when retailers still have them in stock and they’re on sale

          School Supplies:

          Back-to-school sales!

          Trees, Shrubs, Plants:

          Nab end-of-summer deals late in the month, and store your plants according to instructions until next spring. Alternatively, buy bulbs, which you can plant whenever

          Lawn Mowers and Swing Sets:

          Stores discount these summer items now to make room for fall products

          Computers:

          Capitalize on back-to-school sales

          MP3 Players:

          Stores want to get rid of old models before October when new styles come out and the holiday rush begins

        • China and Flatware:

          Get in on the inventory left over from wedding season

          Wine:

          The harvest is coming in, so you can find eclectic wines from smaller wineries early in the season

          Computers:

          Upgrade yours during back-to-school sales

          Jeans:

          The remainders from back-to-school season are now available inexpensively for kids and adults

          MP3 Players:

          Stores want to get rid of old models before October, when new styles come out and the holiday rush begins

          Cars:

          Next year’s models have arrived, so dealers want to sell the current year’s leftovers, giving you negotiating leverage

          Holiday Airfare:

          It’s about eight weeks before Thanksgiving, so make travel plans before flights book up and prices skyrocket

        • Jeans:

          The back-to-school sales continue, with sparser selection but steeper discounts

          Swimsuits:

          Cash in on swimwear sales now through November

          Big Appliances:

          Buy last year’s models now; shop during Columbus Day weekend, because stores celebrate even small holidays with sales

          Air Conditioners:

          Temperatures are cooling, and so are prices

          Gas Grills:

          Pick these up now for next summer

          School Supplies:

          Back-to-school sales!

          Toys:

          Retailers lower prices as early as October in order to maximize holiday sales

          Cars:

          Next year’s models have arrived, so dealers want to sell the current year’s leftovers, giving you negotiating leverage

          Health Insurance:

          Open enrollment may be your one chance to sign up for insurance for next year

        • Wedding Dresses:

          Wedding fever is at its lowest pitch now

          Swimsuits:

          Swimwear is as much as 90% off, but selection is low

          Cookware:

          Kitchenware becomes cheaper as the holidays approach

          Christmas Trees:

          For the best selection, get your tree right after Thanksgiving; it’ll stay good for at least a month, and trees later in the season have been cut weeks earlier anyway

          Frozen Turkeys:

          Buy one immediately after Thanksgiving, when grocery stores still have a glut

          Toys:

          Retailers are slashing prices to maximize holiday sales

          Electronics:

          Black Friday and Cyber Monday offer great deals on everything from TVs to computers

        • Wedding Dresses:

          The beginning of December is the slow season, so get in before holiday engagements

          Televisions:

          In the run up to the holidays, stores have big sales on TVs

          Pools:

          Off-season, you’ll find the cheapest prices, though maybe not the best inventory

          Small Kitchen Appliances:

          Get your mixer and blender during holiday sales

          Champagne and Sparkling Wine:

          Although these are in high demand, prices are also more competitive than usual

          Frozen Meat:

          Buy this immediately after Christmas, when grocery stores still have a glut

        • The Paperwork

          Pick up a pen and paper and sketch out an estimate of whether you can make money with this idea of yours. This exercise is called a "break-even analysis" and it is done to estimate whether the revenue will balance the costs of doing business.

          There are several ways to do this, but here is one simple way to find out if your business idea will make money. You'll need to do some research to get acquainted with your industry--the designer baby-bib industry, let's say--and come up with a couple of numbers.

          • Fixed Costs: What are the overhead costs that don't change much month to month? $1,000
          • Variable Costs: How much does it cost in materials to produce one bib? $10
          • Price: How much do these bibs sell for? $15

          Now we'll plug these numbers into the following formula:
          Break-Even Point = Fixed Costs $1,000 / (Price $15 - Variable Costs $10) = 200 bibs

          In our example we find that you need to sell 200 bibs to break even. That's no profit. No salary. Just covering your costs. But once you have the estimate sketched out you can tinker with it. What if you charged $20 for each bib? Already you've cut your break-even point in half: you now only have to produce 100 bibs to break even. Still not possible?

          Back to the drawing board.

          The People

          The people around you--your friends, family and significant other--are likely the sounding board and support network that have gotten your business this far.

          But in order to go further, you will need funding, and these same people may spring to mind as a source. In fact, it is very common for new business owners to get started with money from friends and family. But you should never forget about options like personal savings, personal loans or lines of credit! A personal loan or investment from a loved one can be tricky, so follow these rules if you go that route:

          • Weigh the consequences: Think about potential problems involved with mixing money and relationships. Your investors may want to have a say over your shoulder or may feel you "owe them." You may also be more lax with these creditors, while they may not allow late payments.
          • Make a pitch: Treat your friend or family member like any other investor. Craft a professional pitch, even if it is presented to your mother in her nightie.
          • Put it in writing: Just to make everything clear, put down on paper the terms of how much you owe, the schedule for repayment and any penalties.

          The Place

          Where are you going to do what you do? Have you scoped out a vacant storefront? Are you planning on operating entirely online?

          If you are going to be opening a business that needs office or retail space, consider these factors before signing a lease and hanging out your shingle:

          • Your operational needs: This may seem obvious, but be sure to think through all aspects of your work and consider everything you may need from the space in the course of a regular week: Do you need a commercial-grade kitchen? Access to your office 24 hours a day? Readily available shipping services?
          • Zoning: Make sure that any property you are looking to lease is zoned for business. And if working from home, make sure your business does not violate any home-office zoning restrictions.
          • Licenses or permits: Once you have a location, secure the necessary licenses or permits for your city, municipality or state.

          The Intangibles

          Turning an idea into a lasting business takes a lot of work and determination. The pure and persistent belief in yourself and your idea will power your business idea as much as a ton of business proposals.

          As soon as your idea is fully formed, treat every potential business interaction professionally. Here are some suggestions:

          • Get involved in the industry: Join professional associations, participate in online discussion boards, attend happy hours or start up your own club for like-minded entrepreneurs.
          • Look the part: Dress appropriately for the industry and invest in business cards to hand out to those you meet.
          • Separate your business and personal life: Establish one email and one phone number for business dealings, and make sure the email address is not too personal.
        • You're already operating your business. Magnificent! Chances are you're running hard to keep up with all the things you need to do. But take a moment to evaluate where you are and what you need to focus on going forward. That way, you can keep your goals in mind while taking this bootcamp and use the information and resources here to your best advantage. Consider the following:

          The Paperwork

          You might have glossed over the chart above since your business structure is already set. But consider for a moment whether the way you originally established it still makes sense for you. For example, if you started your business as a sole proprietorship because it was cheap and easy, you may find that there is now no separation between the business and your personal funds, subjecting your finances to the risks of the business. Maybe it's a good time to evolve into an S-Corp, so that you can add a layer of protection for yourself that a sole proprietorship or partnership does not offer.

          The People

          When you got started, you and any other founders took on set roles. As your business has grown, you want to make sure that each person's responsibilities continue to match his or her skill set, and that everyone's expectations are aligned. One way to avoid messy--and costly--misunderstandings later is to draft a partnership agreement. This kind of document, also available at LegalZoom.com, will make it a much more enjoyable trip for all. If it is employees you're thinking about--and we'll address hiring in more detail later this week--be sure you can afford the cost of full time labor. If you can't you may want to consider hiring a contractor, freelancer or part-timer for the short term.

          The Place

          If you have boxes of inventory piled up in your garage or have ever had barking dogs interrupt business phone calls, it might be time to give your business its own space. Committing to a space is a big leap, though, so you need to thoroughly weigh the benefits. Or, if you've been renting an office space but are finding the cost to be a burden, you should consider alternatives.

          Many small business owners are now sharing offices. National companies like Regus provide desks, conference rooms and telephone receptionists to individuals or small companies. Most metropolitan areas have locally owned shared work sites that you can check out. There are also industry-specific shared co-working spaces so that you can get to know other graphic designers, for example.

          The Intangibles

          While cash, inventory and equipment are fairly obvious assets, take a moment to take stock of the intangible assets of your business.

          • Contracts: Firm up contracts with service providers now to avoid misunderstandings later.
          • Trademarks and Patents: Look at your business name, slogan or logo and decide if any of them might benefit from a registered trademark, which will protect your product or service from fakes and establish a legal standing for the mark in court, helping to make your product or service distinct in the marketplace. Start by searching the database of currently registered names and designs that the United States Patent and Trademark Office offers to be sure yours is not already in use. Other information about trademarking your intellectual property can be found on the site's Trademark Basics page.
          • Website urls: Even big businesses can get tripped up securing and renewing website names. Do a WhoIs search to see if anyone is already using your desired domain name. Once you register the name, the Internet Corporation for Assigned Names and Numbers (ICANN) requires the registrar to submit your personal contact information to the WHOIS database, which makes your listing publicly available. If your dream website name is taken, you may be able to buy it from the current user.
        • Exercising at least 150 minutes a week can help you sleep better and feel more alert during the day, which will up your productivity and help you impress your boss at meetings. In fact, getting in a midday workout has the net effect of boosting your productivity in the afternoon--even though you're spending less time at the office overall. It increases your creativity right afterward and decreases sleepiness. And you'll need to take fewer of your sick days if you exercise regularly.

        • According to an Insurance.com analysis, if you are a 180-pound woman, dropping 20 to 40 pounds could save you $189 a year on a term life insurance policy, and $527 a year on whole life insurance.



        • According to the American Heart Association, physically active people save $500 a year in health care costs. And according to Lehigh University, obese women can expect to spend $3,613 extra a year in medical spending, especially for hospitalizations and prescription drugs. In fact, the way the numbers break down, you would actually be better off smoking at a healthy weight than not smoking while obese (not that we're telling you to start lighting up!).

        • Forcing your car to tote around extra weight will cost you more in gas as well. Americans are now burning nearly 1 billion more gallons of gasoline each year than they did in 1960 because of our increased collective weight.



        • An April 2012 study by the University of Manchester and Monash University Melbourne found that those who were overweight are discriminated against by hiring managers and are less likely to win a position. That same study found that hiring managers also offered a lower starting salary to overweight candidates. A study by Cornell also found that overweight women on average earn 7% less than fitter women. Unfortunately, weight seems to affect women's earnings more than men's: A female baby boomer earns $313.70 less per year for every one-point increase in her B.M.I., while men only lose $161.30 per point increase.

        • This all adds up to a huge difference in your accumulation of wealth and retirement funds, and it affects not only the obese, but also the mildly overweight. For every one-point increase in your B.M.I. over the healthy range, a typical American's net worth drops by $1,000. On average, the obese will accumulate just half the wealth of a person in a normal weight range.

        • What To Buy When
        • Your Starting Point
        • Why Your Health Matters to Your Finances
        • Tools Example
        • Risk Tolerance And Asset Allocation

        • Stanley Poorman

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Stanley Poorman

          (CRD # 5085113)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement, Form ADV Part 2B, provides information about Stanley Eugene Poorman that supplements LearnVest Planning Services, LLC’s Disclosure Brochure, Form ADV Part 2A, (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Stanley Eugene Poorman, born 1984.

          Mr. Poorman currently serves as a LearnVest Planning Manager for LearnVest Planning Services, LLC (the “Firm”).

          Since May 2015, Mr. Poorman has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from March 2015 to April 2015, Mr. Poorman was Unemployed, in Bloomington, Indiana. From July 2014 to March 2015, Mr. Poorman was a President for Monroe Wealth Management, LLC, in Bloomington Indiana. From February 2012 to June 2014, Mr. Poorman was a Financial Planner for CliftonLarsonAllen Wealth Advisors, LLC, in Terre Haute, Indiana. From April 2011 to November 2013, Mr. Poorman was a Registered Representative for Valmark Securities, Inc., in Akron, Ohio. From March 2011 to February 2012, Mr. Poorman was a Financial Planner for Clifton Gunderson Wealth Advisors, LLC, in Terre Haute, Indiana.

          In 2007, Mr. Poorman graduated from Indiana State University in Terre Haute, Indiana with a Bachelor’s Degree in Accounting.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Poorman is a CERTIFIED FINANCIAL PLANNER™ professional.  

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Poorman has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Poorman.

          Other Business Activities:

          1. Mr. Poorman is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           

          1. Mr. Poorman is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Poorman’s income or involves a substantial amount of Mr. Poorman’s time.  

           

          Additional Compensation:

          Mr. Poorman does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:  

          Mr. Poorman’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • JSmith

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          John B. Smith

          (CRD # 6366511)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          June 8, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about John Brian Smith that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          John Brian Smith, born 1987.

          Mr. Smith currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since May 2014, Mr. Smith has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from March 2012 to April, 2014, Mr. Smith was an academic advisor for Everest College Phoenix, in Tempe, Arizona. From June 2007 to April, 2012, Mr. Smith was a Barista for Starbucks in Queen Creek, Arizona.

          In 2011, Mr. Smith graduated from Arizona State University in Tempe, Arizona with a Bachelor’s Degree in Communications.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. Smith has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Smith.

          Other Business Activities:

          1. Mr. Smith is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.


          1. Mr. Smith is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Smith’s income or involves a substantial amount of Mr. Smith’s time.  


          Additional Compensation:  

          Mr. Smith does not receive any economic benefit associated with the sale of financial instruments or client referrals.


          Supervision:  

          Mr. Smith’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883


        • beau2

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Beau D'Agostino

          (CRD # 5841064)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 27, 2017

           


           

          This Brochure Supplement (Form ADV Part 2B) provides information about Beau D’Agostino, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Beau D’Agostino, born 1983.

          Mr. D'Agostino currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since March 2015, Mr. D'Agostino has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from November 2010 to February 2015, Mr. D’Agostino was an Investment Representative for The Vanguard Group, in Scottsdale, Arizona. In 2010, Mr. D’Agostino was sponsored by SII Investments in Scottsdale, Arizona for purposes of taking his Series 7 examination. From September 2006 to November 2010, Mr. D’Agostino was a Guest Services Manager for The Silverleaf Club, in Scottsdale, Arizona.

          In 2005, Mr. D'Agostino graduated from Arizona State University in Tempe, Arizona with a Bachelor’s of Science in Finance.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. D'Agostino is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. D'Agostino has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. D'Agostino.

          Other Business Activities:

          1. Mr. D'Agostino is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           

          1. Mr. D'Agostino is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. D'Agostino’s income or involves a substantial amount of Mr. D'Agostino’s time.

           

          Additional Compensation:

          Mr. D'Agostino does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. D'Agostino performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.

           


        • IMG_9486 (1)

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Michael Heller

          (CRD # 4757418)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           

          This Brochure Supplement (Form ADV Part 2B) provides information about  Michael Cady Heller, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Michael Cady Heller, born 1978.

          Mr. Heller currently serves as a  Financial Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since April 2016, Mr. Heller has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from January 2016 to March 2016, Mr. Heller was unemployed in Cave Creek, Arizona. From April 2015 to December 2015, Mr. Heller was an Investment Advisor Representative for Financial Engines, in Phoenix Arizona. From January 2015 to April 2015 Mr. Heller was unemployed in Cave Creek, Arizona. From December 2014 to January 2015, Mr. Heller was a Financial Advisor for Voya Financial Advisors, in Scottsdale, Arizona. From December 2006 to December, 2014, Mr. Heller was a Financial Advisor for USAA Financial Advisors, in Phoenix Arizona.

          In 2000, Mr. Heller graduated from Arizona State University in Tempe, Arizona with a Bachelor’s Degree in Economics.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Heller is a CERTIFIED FINANCIAL PLANNER™ professional.  

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Heller has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Heller.

          Other Business Activities:

           

          1. Mr. Heller is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           

          1. Mr. Heller is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Heller’s income or involves a substantial amount of Mr. Heller’s time.  

           

          Additional Compensation:

          Mr. Heller does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:  

          Mr. Heller’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Justin

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Justin Gant

          (CRD # 6393453)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

          This Brochure Supplement (Form ADV Part 2B) provides information about Justin Edward Dale Gant that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

           

          Justin Edward Dale Gant, born 1990.

           

          Mr. Gant currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

           

          Since August 2014, Mr. Gant has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from May 2014 to August 2014 was unemployed in Phoenix, Arizona. From May 2012 to May 2014 Mr. Gant was a hardware team member for Menards in Columbia, Missouri. From August 2009 to May 2014 Mr. Gant was a full time student at the University of Missouri in Columbia, Missouri. From May 2007 to January 2012 Mr. Gant was a Technician at Best Carpet Care Systems in Sedalia, Missouri.

           

          In 2014, Mr. Gant graduated from University of Missouri in Columbia, Missouri with a Bachelor of Science in Financial Planning.

           

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Disciplinary Information:

           

          Mr. Gant has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Gant.

           

          Other Business Activities:

           
          1. Mr. Gant is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           
          1. Mr. Gant is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Gant’s income or involves a substantial amount of Mr. Gant’s time.  

           

          Additional Compensation:  

           

          Mr. Gant does not receive any economic benefit associated with the sale of financial instruments or client referrals.


          Supervision:  

          Mr. Gant’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Josh Bowker

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Joshua Bowker

          (CRD # 5855761)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Joshua Micah Bowker that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Joshua Micah Bowker, born 1985.

          Mr. Bowker currently serves as an Advice Strategy Consultant for LearnVest Planning Services, LLC (the “Firm”).

          Since October 2014, Mr. Bowker has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from October, 2010 to October, 2014, Mr. Bowker was an Investment Consultant for The Vanguard Group, in Scottsdale, Arizona.

          In 2008, Mr. Bowker graduated from University of Idaho in Moscow, Idaho with a Bachelor’s Degree in Education and Political Science.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Bowker is a CERTIFIED FINANCIAL PLANNER™ professional.  

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Bowker has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Bowker.

          Other Business Activities:

          1. Mr. Bowker is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.


          1. Mr. Bowker is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Bowker’s income or involves a substantial amount of Mr. Bowker’s time.  


          Additional Compensation:  

          Mr. Bowker does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:  

          Mr. Bowker’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.

           

           


        • alexi-gilmore

          Form ADV Part 2B
          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS
          Alexi Gilmore

          (CRD # 6216775)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

          This Brochure Supplement, Form ADV Part 2B, provides information about Alexi Gilmore that supplements LearnVest Planning Services, LLC’s Disclosure Brochure, Form ADV Part 2A, (our “Brochure”).  You already should have received a copy of our Brochure.  Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement.  Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

           

          Educational Background and Business Experience:

           

          Alexi Gilmore, born 1991.

           

          Ms. Gilmore currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

           

          Since February 2013, Ms. Gilmore has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from August 2012 to February 2013, Ms. Gilmore was Lead Teller and HandsOnBanking.org Ambassador for Wells Fargo, in Lackawanna and Pike County, Pennsylvania. From August 2011 to August 2012, Ms. Gilmore was a Teller and HandsOnBanking.org Ambassador for Wells Fargo.

           

          In 2012, Ms. Gilmore graduated from University of Scranton in Scranton, Pennsylvania with a Bachelor of Science in Finance from the Kania School of Management.

           

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Ms. Gilmore is a CERTIFIED FINANCIAL PLANNER™ professional.  

           

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

           

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

           

          Ms. Gilmore has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Gilmore.

           

          Other Business Activities:

           

          1. Ms. Gilmore is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           

          1. Ms. Gilmore is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Gilmore’s income or involves a substantial amount of Ms. Gilmore’s time.  

           

          Additional Compensation:  

           

          Ms. Gilmore does not receive any economic benefit associated with the sale of financial instruments or client referrals.

           

          Supervision:  

           

          Ms. Gilmore’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • zach

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Zachary Tyler Savage

          (CRD # 6072673)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Zachary Tyler Savage that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Zachary Tyler Savage, born 1990.

          Mr. Savage currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since July 2014, Mr. Savage has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from August 2009 to May 2014, Mr. Savage was a student at the University of Akron in Akron, Ohio. From July 2011 to May 2013, Mr. Savage was a Financial Planning Assistant for FirstMerit Bank, N.A., in Akron, Ohio.

          In 2013, Mr. Savage graduated from University of Akron in Akron, Ohio with a Bachelor’s Degree in Corporate Financial Management .

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. Savage has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Savage.

          Other Business Activities:

          1. Mr. Savage is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA

          2. Mr. Savage is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Savage’s income or involves a substantial amount of Mr. Savage’s time.  

          Additional Compensation:  

          Mr. Savage does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Savage’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Amie Alvarado

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Amie Alvarado

           

          (CRD # 6237083)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

           

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Amie Naomi Alvarado, that supplements the LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

           

          Amie Naomi Alvarado, born 1987.

           

          Ms. Alvarado currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

           

          Since October 2013, Ms. Alvarado has served as a Learnvest Planner for the Firm. Prior to joining the Firm, from October 2009 to October 2013 Ms. Alvarado was a Finance Adviser for University of Phoenix, in Phoenix, Arizona. From April 2013 to October 2013, Ms. Alvarado was a Financial Planner for Sterling Investment in Mesa, Arizona.

           

          In 2009, Ms. Alvarado graduated from Arizona State University in Tempe, Arizona with a Family and Human Development Degree.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Ms. Alvarado is a CERTIFIED FINANCIAL PLANNER™ professional.  

           

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

           

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Alvarado has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Alvarado.

           

          Other Business Activities:

           
          1. Ms. Alvarado is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           
          1. Ms. Alvarado is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Alvarado’s income or involves a substantial amount of Ms. Alvarado’s time.  

          Additional Compensation:  

           

          Ms. Alvarado does not receive any economic benefit associated with the sale of financial instruments or client referrals.

           

          Supervision:  


          Ms. Alvarado performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

        • Shannon McClure

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Shannon McClure

          (CRD # 6252415)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


           

          This Brochure Supplement (Form ADV Part 2B) provides information about Shannon Elizabeth McClure that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

           

          Educational Background and Business Experience:

          Shannon Elizabeth McClure, born 1992.

          Ms. McClure currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since September 2013, Ms. McClure has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from June 2013 to September 2013, Ms. McClure was a Sales Lead at Ann Taylor Loft in Tucson, Arizona. From August 2011 to June 2013 Ms. McClure was a Front Desk Assistant at the University of Arizona in Tucson, Arizona.

          In 2013, Ms. McClure graduated from University of Arizona in Tucson, Arizona with a Bachelor’s Degree in Marketing.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. McClure is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. McClure has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. McClure.

          Other Business Activities:

          1. Ms. McClure is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. McClure is engaged in the following additional non-investment related activity that may represent a portion of her time: Jeanne's Dance Chandler; Dance Teacher.

          Additional Compensation:

          Ms. McClure does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. McClure’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • cyndi

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Cyndi Hall

          (CRD # 6393397)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Cynthia Christine Hall that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Cynthia Christine Hall, born 1988.

          Ms. Hall currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since August 2014 , Ms. Hall has served as a Planning Associate for the Firm. Prior to joining the Firm, from February 2010 to July 2014, Ms. Hall was a nanny for a private family, in Scottsdale, AZ. From October 2009 to January 2010, Ms. Hall was an Office Manager for MLH Handyman Services in Scottsdale, AZ. From October 2006 to October 2009, Ms. Hall was a Lead Teller for Wells Fargo Bank.

          In 2009, Ms. Hall graduated from Southwestern College in Phoenix, AZ with a Degree in Business Administration.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Hall is a CERTIFIED FINANCIAL PLANNER™ professional.  

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Hall has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Hall.

          Other Business Activities:

          1. Ms. Hall is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           

          1. Ms. Hall is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Hall’s income or involves a substantial amount of Ms. Hall’s time.  

          Additional Compensation:  

          Ms. Hall does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:  

           

          Ms. Hall’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • Tyler Brown

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Tyler Brown

          (CRD # 6427710)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 27, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about R. Tyler Brown that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Richard Tyler Brown, born 1991.

          Mr. Brown currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since December 2014, Mr. Brown has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from February 2014 to November 2014, Mr. Brown was Assistant General Manager for D-BAT Peoria, in Peoria, Arizona. From December 2013 to February 2014, Mr. Brown was unemployed in Phoenix, Arizona. From July 2011 to December 2013, Mr. Brown was an Audio Engineer for Vineyard Church North Phoenix in Glendale, Arizona. From March 2012 to April 2012, Mr. Brown was a baseball coach for North Pointe Prep Schools in Phoenix, Arizona. From August 2010 to May 2011, Mr. Brown was a student at Belmont University in Nashville, Tennessee. From May 2010 to August 2010, Mr. Brown was unemployed in Phoenix, Arizona.

          In 2013, Mr. Brown graduated from Arizona State University in Tempe, Arizona with a Bachelor of Science in Finance.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Brown is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of

          Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services

          using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Brown has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Brown.

          Other Business Activities:

          1. Mr. Brown is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. Brown is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Brown’s income or involves a substantial amount of Mr. Brown’s time.

          Additional Compensation:

          Mr. Brown does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Brown’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • tony-piazza

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Tony Piazza

          (CRD # 6478526)


          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Anthony Joseph Piazza that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Anthony Joseph Piazza, born 1991.

          Mr. Piazza currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since April 2015, Mr. Piazza has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from August 2011 to December 2104, Mr. Piazza was a Student for Regis University, in Denver, Colorado. From October 2014 to April 2014, Pr. Piazza was a process server for the Superior Court of Gila County in Mesa, Arizona. From August 2009 to May 2011 Mr. Piazza was a student at the Yavapai College in Prescott. Arizona.

          In 2014, Mr. Piazza graduated from Regis University in Denver, Colorado with a Degree in Finance.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Mr. Piazza is a CERTIFIED FINANCIAL PLANNER™ professional.  

           

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

           

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Piazza has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Piazza.

          Other Business Activities:

           

          1. Mr. Piazza is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           

          1. Mr. Piazza is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Piazza’s income or involves a substantial amount of Mr. Piazza’s time.  

           

          Additional Compensation:

          Mr. Piazza does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Piazza’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • Scott McKeever

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Scott McKeever

          (CRD # 6448090)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Scott David McKeever that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Scott David McKeever, born 1988.

          Mr. McKeever currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Mr. McKeever has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from April 2013 to January 2015, Mr. McKeever was Business Development Manager for Chamber Discoveries, in Phoenix, Arizona. From May 2012 to April 2013, Mr. McKeever was a Sales Representative/Guest Services Associate at Wyndham Vacation Ownership in Phoenix, Arizona. From August 2011 to May 2012, Mr. McKeever was unemployed.

          In 2011, Mr. McKeever graduated from Northern Arizona University in Flagstaff, Arizona with a Bachelor’s of Business Administration, Finance and Management.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. McKeever has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. McKeever.

          Other Business Activities:

          1. Mr. McKeever is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. McKeever is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. McKeever’s income or involves a substantial amount of Mr. McKeever’s time.

          Additional Compensation:

          Mr. McKeever does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. McKeever’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • Sara Wright

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Sara Wright

          (CRD # 6448169)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Sara Emily Wright that supplements LearnVest Planning Services, LLC’s DisclosureBrochure (Form ADV Part 2A) (our “Brochure”). You should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Sara Emily Wright, born 1992.

          Ms. Wright currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Ms. Wright has served as a LearnVest Planner for the Firm. Prior to joining the Firm, December 2014 to February 2015, Ms. Wright was unemployed in Chandler, Arizona. From August 2011 to December 2014, Ms. Wright was a student at the University of Arizona in Tucson, Arizona. From June 2013 to August 2013, Ms. Wright was an Accounting Intern at Kovach Construction in Chandler, Arizona.

          In 2014, Ms. Wright graduated from University of Arizona in Tucson, Arizona with a Bachelor of Science in Accounting.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Wright is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Wright has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Wright.

          Other Business Activities:

          1. Ms. Wright is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Wright is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Wright’s income or involves a substantial amount of Ms. Wright’s time.

          Additional Compensation:

          Ms. Wright does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Wright’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Rachel Ward

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Rachel Ward

          (CRD # 6448154)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Rachel Erin Ward that supplements LearnVest Planning Services, LLC’s DisclosureBrochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Rachel Erin Ward, born 1987.

          Ms. Ward currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Ms. Ward has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from January 2014 to January 2015, Ms. Ward was a Carrier Sales Representative for Echo Global Logistics, in Scottsdale, Arizona. From August 2011 to January 2014, Ms. Ward was an Admissions Advisor for Devry University in Naperville, Illinois.

          In 2011, Ms. Ward graduated from Northern Illinois University in Dekalb, Illinois with a Bachelor’s Degree in Marketing.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Ms. Ward has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Ward.

          Other Business Activities:

           

          1. Ms. Ward is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           

          1. Ms. Ward is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Ward’s income or involves a substantial amount of Ms. Ward’s time.  

           

          Additional Compensation:  

           

          Ms. Ward does not receive any economic benefit associated with the sale of financial instruments or client referrals.


          Supervision:  

          Ms. Ward’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • img_4877-kirk-porter

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Kirk Porter

          (CRD # 6069834)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Kirk Len Porter that supplements LearnVest Planning Services, LLC Disclosure Brochure ,Form ADV Part 2A, (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Kirk Len Porter, born 1990.

          Mr. Porter currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since May 2014, Mr. Porter has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from August 2013 to April 2014, Mr. Porter was Registered Representative for First Investors Corporation, in Phoenix, Arizona. From January 2003 to January 2014, Mr. Porter was Laborer/Vice President for RJP Farms, in Thurman, Iowa. From June 2012 to August 2012, Mr. Porter was a Fund Accountant for Gemini Fund Services, in Omaha, Nebraska.

          In 2013, Mr. Porter graduated from University of Iowa State in Ames, Iowa with a Bachelor’s Degree in Business Management.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. Porter has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Porter.

          Other Business Activities:

          1. Mr. Porter is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          2. Mr. Porter is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Porter’s income or involves a substantial amount of Mr. Porter’s time.

           

          Additional Compensation:

          Mr. Porter does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Porter’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • kellie 2

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Kellie Jacka

          (CRD # 6478546)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Kellie Jean Jacka that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

           

          Kellie Jean Jacka, born 1991.

           

          Ms. Jacka currently serves as a Planner for LearnVest Planning Services, LLC (the “Firm”).

           

          Since April 2015, Ms. Jacka has served as a Planning Associate for the Firm. Prior to joining the Firm, from January 2015 to April 2015 Ms. Jacka was a Marketing Consultant for Commercial Properties Inc, in Tempe , Arizona. From September 2014 to December 2014, Ms. Jacka was a Finance Intern for Everyman Media Group, in London, England. From April 2010 to December 2014 Ms. Jacka was a full time student.

           

          In 2014, Ms. Jacka graduated from Arizona State University in Tempe, Arizona with a Degree in Finance.

           

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Disciplinary Information:

           

          Ms. Jacka has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Jacka.

           

          Other Business Activities:

           
          1. Ms. Jacka is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           
          1. Ms. Jacka is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Jacka’s income or involves a substantial amount of Ms. Jacka’s time.  

           

          Additional Compensation:  

           

          Ms. Jacka does not receive any economic benefit associated with the sale of financial instruments or client referrals.

           

          Supervision:  

           

          Ms. Jacka’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Dahl

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Dahl Salmon

          (CRD # 6357459)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Dahl Thomas Salmon that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Dahl Thomas Salmon, born 1987.

          Mr. Salmon currently serves as a Planning Associate for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Mr. Salmon has served as a Planning Associate for the Firm in Scottsdale, Arizona. Prior to joining the Firm, from January 2015 to February 2015, Mr. Salmon was unemployed in Provo, Utah. From August 2014 to December 2014, Mr. Salmon was a student at Utah Valley University in Orem, Utah. From March 2013 to November 2014, Mr. Salmon was a Realtor at Keller Williams Realty in Orem, Utah. From June 2014 to August 2014, Mr. Salmon was an Intern at Charles Schwab in Phonix, Arizona. From August 2012 to April 2013, Mr. Salmon was a student at Utah Valley University in Orem, Utah. From May 2010 to April 2011, Mr. Salmon was a Technical Support Rep at Vivint in Provo, Utah.

          In 2014, Mr. Salmon graduated from Utah Valley University in Orem, UT with a BS in Business Management and Financial Planning from the Woodbury School of Business.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Disciplinary Information:

           

          Mr. Salmon has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Salmon.

           

          Other Business Activities:

           
          1. Mr. Salmon is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           
          1. Mr. Salmon is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Salmon’s income or involves a substantial amount of Mr. Salmon’s time.  

           

          Additional Compensation:  

           

          Mr. Salmon does not receive any economic benefit associated with the sale of financial instruments or client referrals.

           

          Supervision:  


          Mr. Salmon’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

        • collin-lacy

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Collin Lacy

          (CRD # 6448041)


          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

           

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Collin Neil Lacy that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Collin Neil Lacy, born 1992.

          Mr. Lacy currently serves as a Planning Associate for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Mr. Lacy has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from July 2013 to February 2015, Mr. Lacy was Barista for Dutch Bro’s Coffee, in Tempe, Arizona. From October 2012 to August 2013, Mr. Lacy was a Cashier for PetCo in Mesa, Arizona. From April 2012 to October 2012 Mr. Lacy was an Office Assistant for Arizona State University in Tempe, Arizona. From October 2011 to April 2012 Mr. Lacy was a student in Tempe, Arizona. From May 2008 to September 2011 Mr. Lacy was a supervisor for Golfland Sunsplash in Mesa, Arizona.

          In 2015, Mr. Lacy graduated from Arizona State University in Tempe, Arizona with a Bachelor’s Degree in Marketing.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. Lacy has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Lacy.

          Other Business Activities:

          1. Mr. Lacy is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. Lacy is engaged in the following additional non-investment-related activity that may represent a portion of his time and/or income: Rental Property Purchase and Management; Partner..

          Additional Compensation:

          Mr. Lacy does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Lacy’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • Dillon Kennedy

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Dillon Michael Kennedy

          (CRD # 6448063)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Dillon Michael Kennedy, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Dillon Michael Kennedy, born 1991.

          Mr. Kennedy currently serves as a Planning Associate for LearnVest Planning Services, LLC (the “Firm”).

          Since February 2015, Mr. Kennedy has served as a Planning Associate for the Firm. Prior to joining the Firm, from July 2014 to January 2015, Mr. Kennedy was Marketing Specialist for Lincoln Heritage Life Insurance Company, in Phoenix, AZ. From February 2014 to July 2014, Mr. Kennedy was unemployed. From July 2013 to February 2014, Mr. Kennedy was a Marketing Intern for Advisor Growth Strategies LLC in Phoenix, Arizona. From November 2012 to August 2013, Mr. Kennedy was a Sales Assistant for Govig & Associates in Scottsdale, Arizona. From August 2011 to November 2012, Mr. Kennedy was a Laboratory Technician at Arizona State University in Tempe, Arizona. From July 2010 to August 2011, Mr. Kennedy was a Crew Member at Chipotle in Tempe, Arizona. From May 2009 to July 2010, Mr. Kennedy was unemployed.

          In 2014, Mr. Kennedy graduated from Arizona State University in Tempe, AZ with a Bachelor of Science in Finance and a Bachelor of Science in Marketing from the W. P. Carey School of Business.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

           

          Disciplinary Information:

          Mr. Kennedy has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Kennedy.

          Other Business Activities:

          1. Mr. Kennedy is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           
          1. Mr. Kennedy is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Kennedy’s income or involves a substantial amount of Mr. Kennedy’s time.  

          Additional Compensation:  

          Mr. Kennedy does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:  

          Mr. Kennedy’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

        • Cameron Enriquez

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Cameron Enriquez

          (CRD # 5955982)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Cameron David Enriquez, that supplements the LearnVest Planning Services, LLC Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC’s website at www.adviserinfo.sec.gov

          Educational Background and Business Experience:

          Cameron David Enriquez, born 1985.

          Mr. Enriquez currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since July 2014, Mr. Enriquez has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from January 2013 to June 2014 , Mr. Enriquez was a Customer Service Representative for WebPT , in Phoenix, Arizona. From October 2012 to December 2012 Mr. Enriquez was a Front End Rep for Costco in Phoenix, Arizona. From July 2011 to October 2012, Mr. Enriquez was a Registered Representative for Vanguard Group in Scottsdale, Arizona. From November 2010 to April 2011 Mr. Enriquez was a Customer Service Representative for Take Charge America in Phoenix, Arizona. From July 2010 to November 2010 Mr. Enriquez was unemployed. From January 2010 to June 2010 Mr. Enriquez was a full-time student at Northern Arizona University in Flagstaff, Arizona..

          In 2010, Mr. Enriquez graduated from Northern Arizona University in Flagstaff, Arizona with a Bachelor’s Degree in Finance.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Mr. Enriquez has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Enriquez.

          Other Business Activities:

          1. Mr. Enriquez is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. Enriquez is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Enriquez’s income or involves a substantial amount of Mr. Enriquez’s time.

          Additional Compensation:

          Mr. Enriquez does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Enriquez’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • Amy Shepard

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Amy Shepard

          (CRD # 6281574)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Amy Leigh Shepard that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Amy Leigh Shepard, born 1988.

          Ms. Shepard currently serves as a Client Services Manager and a LearnVest planner for LearnVest Planning Services, LLC (the “Firm”).

          From December 2013 to December 2014 Ms. Shepard served as a Financial Planning Associate for the Firm. Prior to joining the Firm, from October 2011 to December 2013, Ms. Shepard was an Admissions Representative for Everest University Online, in Tempe, AZ. From September 2009 to August 2013, Ms. Shepard was a Bartender for Bravo Brio Restaurant Group.

          In 2013, Ms. Shepard graduated from The University of Phoenix, Tempe, with a Bachelors Degree in Accounting and in 2015 graduated from Western Governor's University with a Masters of Business Administration.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Ms. Shepard has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Shepard.

          Other Business Activities:

          1. Ms. Shepard is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Shepard is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Shepard’s income or involves a substantial amount of Ms. Shepard’s time.

          Additional Compensation:

          Ms. Shepard does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Shepard’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • alyssa-barton-1

          Form ADV Part 2B
          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS
          Alyssa Rose Barton

          (CRD #6222358)

           

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

          Tel. (866) 931-4099

           

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Alyssa Rose Barton that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Alyssa Rose Barton, born 1991.

          Ms. Barton currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since June 2013, Ms. Barton has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from May 2012 to June 2013, Ms. Barton was Student Manager for ASU Office of Annual Giving, in Tempe, Arizona. From September 2011 to May 2012, Ms. Barton was a Student Supervisor for ASU Office of Annual Giving.

          In 2013, Ms. Barton graduated from Arizona State University in Tempe, Arizona with a Bachelor’s in Spanish. In 2016 Ms. Barton graduated from the College for Financial Planning with a Master’s in Personal Financial Planning.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Barton is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Barton has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Barton.

          Other Business Activities:

          1. Ms. Barton is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Barton is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Barton’s income or involves a substantial amount of Ms. Barton’s time.

          Additional Compensation:

          Ms. Barton does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Barton’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • matt-shapiro

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Matthew Shapiro

          (CRD # 5180085)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Matthew David Shapiro that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Matthew David Shapiro, born 1984.

          Mr. Shapiro currently serves as an Advice Strategy Consultant for LearnVest Planning Services, LLC (the “Firm”).

          Since April 2013, Mr. Shapiro has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from December 2007 to September 2011, Mr. Shapiro was an Account Executive for Fidelity Investments, in Woodland Hills, California. From June 2007 to December 2007, Mr. Shapiro was a Regional Marketing Specialist for AIG SunAmerica in Woodland Hills, California.

          In 2006, Mr. Shapiro graduated from University of California Los Angeles in Los Angeles, California with a Bachelor’s Degree in Psychology.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Shapiro is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Shapiro has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Shapiro.

          Other Business Activities:

          1. Mr. Shapiro is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. Shapiro is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Shapiro’s income or involves a substantial amount of Mr. Shapiro’s time.

          Additional Compensation:

          Mr. Shapiro does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Shapiro’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.

           


        • Form ADV Part 2B
          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS
          Stephany Kirkpatrick

          (CRD #6052254)

          Tel. (866) 931-4099
          www.learnvest.com
          LearnVest Planning Services, LLC
          41 East 11th Street, 2nd Floor
          New York, NY 10003
          June 05, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Stephany Kirkpatrick that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Stephany Kirkpatrick, born 1981.

          Ms. Kirkpatrick currently serves as the Vice President of Operations and Financial Advice of LearnVest Planning Services, LLC (the “Firm”).

          Ms. Kirkpatrick has worked for the Firm since July 2011, curently in the role of Vice President of Operations and Financial Advice. Prior to joining the Firm, from 2003 to 2011, Ms. Kirkpatrick worked as the Director of Retirement Planning for Pension Architects (“Pension”). While at Pension, she served as a retirement planning consultant and did all-inclusive financial planning and investment management with thousands of people from different backgrounds nationwide.

          Ms. Kirkpatrick graduated from Pepperdine University in 2003 with a B.A.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Kirkpatrick is a Certified Financial Planner™ (CFP®).

          The CFP designation identifies individuals who have completed the mandatory examination, education, experience and ethics requirements mandated by the CFP Board. Specifically, CFP candidates must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP course of study and comprehensive examination includes case studies and client scenarios designed to test the ability to identify and address financial planning issues in areas including the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP designees have agreed to adhere to the Standards of Professional Conduct, which require that CFPs provide financial planning services at a fiduciary standard of care. Failure to comply with these requirements may subject a designee to the CFP Board’s disciplinary process.

          Disciplinary Information:

          Ms. Kirkpatrick has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Kirkpatrick.

          Other Business Activities:
          1. Ms. Kirkpatrick is not actively engaged in any investment-related business or occupation. Ms. Kirkpatrick is not registered as a futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.
          1. Ms. Kirkpatrick is not actively engaged in any business or occupation for compensation not discussed in response to Item 4.(A), above, that provides a substantial source of Ms.Kirkpatrick’s income or involves a substantial amount of Ms. Kirkpatrick’s time.

          Additional Compensation:

          Ms. Kirkpatrick may receive performance-based compensation from LearnVest based on the conversion of new planning subscriptions. Ms. Kirkpatrick does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

        • tom_0

           

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS
          Thomas Richard Gilmour

          (CRD #5040809)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          June 5, 2017

          This Brochure Supplement (Form ADV Part 2B) provides information about Thomas Richard Gilmour that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Thomas Richard Gilmour, born 1978.

          Mr. Gilmour currently serves as a Product Manager and LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          From December 2013 to June 2015, Mr. Gilmour has served as a Senior Manager of Advice Strategy and planner for the Firm. Prior to joining the Firm, from June 2010 to December 2013, Mr. Gilmour was a Financial Planning Product Specialist for Morgan Stanley, in New York, NY. From October 2009 to June 2010, Mr. Gilmour was a Financial Planner for MetLife.

          In 2000, Mr. Gilmour graduated from Cornell University in Ithaca, NY with a Bachelor of Arts from Cornell University.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Gilmour is a Certified Financial Planner™ (CFP®).

          The CFP designation identifies individuals who have completed the mandatory examination, education, experience and ethics requirements mandated by the CFP Board. Specifically, CFP candidates must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP course of study and comprehensive examination includes case studies and client scenarios designed to test the ability to identify and address financial planning issues in areas including the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP designees have agreed to adhere to the Standards of Professional Conduct, which require that CFPs provide financial planning services at a fiduciary standard of care. Failure to comply with these requirements may subject a designee to the CFP Board’s disciplinary process.

          Disciplinary Information:

          Mr. Gilmour has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Gilmour.

          Other Business Activities:
          1. (A) Mr. Gilmour is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.
          1. (B)Mr. Gilmour is not actively engaged in any business or occupation for compensation not discussed in response to Item 4.(A), above, that provides a substantial source of Mr. Gilmour’s income or involves a substantial amount of Mr. Gilmour’s time.

          Additional Compensation:

          Mr. Gilmour does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Gilmore's performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.


        • NatalieTaylorHeadshotForm ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Natalie Taylor

          (CRD # 4870668)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Natalie Ann Taylor that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at Support@learnvestplanning.com if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Natalie Ann Taylor, born 1981.

          Ms. Taylor currently serves as an Advice Strategy Consultant for LearnVest Planning Services, LLC (the “Firm”)

          Since January 2013, Ms. Taylor has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from January 2005 to December 2012, Ms. Taylor was a Financial Advisor for Ameriprise Financial, in San Diego, CA.  

           

          In 2003, Ms. Taylor graduated from University of California in San Diego, California with a Bachelor’s Degree in Economics and Sociology.

           

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

           

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional.  

           

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

           

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Taylor has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Taylor.

          Other Business Activities:

          1. Ms. Taylor is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

           
          1. Ms. Taylor is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Taylor’s income or involves a substantial amount of Ms. Taylor’s time.  

          Additional Compensation:  

           

          Ms. Taylor does not receive any economic benefit associated with the sale of financial instruments or client referrals.

           

          Supervision:  

           

          Ms. Taylor’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.

           


        • phil-johnson

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Philip Eveleigh Johnson

          (CRD #5086719)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          June 05, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Philip Eveleigh Johnson that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Philip Eveleigh Johnson, born 1984.

          Mr Johnson currently serves as a Financial Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since November 2014, Mr. Johnson has served as a Financial Planner for the Firm. Prior to joining the Firm, from April 2014 to September 2014, Mr. Johnson was Vice President Premier Relationship Manager for HSBC, in New York, NY. From October 2012 to March 2014, Mr. Johnson was a Senior Registered Client Service Associate for UBS Wealth Management. From January 2006 to October 2012, Mr. Johnson was a Client Associate for Merrill Lynch./p>

          In 2005, Mr. Johnson graduated from Muhlenberg College in Allentown, PA with a bachelors in Business Administration and Communications from the college.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Johnson is a CERTIFIED FINANCIAL PLANNER (CFP®).

          The CFP designation identifies individuals who have completed the mandatory examination, education, experience and ethics requirements mandated by the CFP Board. Specifically, CFP candidates must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP course of study and comprehensive examination includes case studies and client scenarios designed to test the ability to identify and address financial planning issues in areas including the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP designees have agreed to adhere to the Standards of Professional Conduct, which require that CFPs provide financial planning services at a fiduciary standard of care. Failure to comply with these requirements may subject a designee to the CFP Board’s disciplinary process.

          Disciplinary Information:

          Mr. Johnson has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Johnson.

          Other Business Activities:
          1. Mr. Johnson is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.
          1. Mr. Johnson is not actively engaged in any business or occupation for compensation not discussed in response to Item 4.(A), above, that provides a substantial source of Mr. Johnson’s income or involves a substantial amount of Mr. Johnson’s time.

          Additional Compensation:

          Mr. Johnson does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Johnson performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.


        • Phil Workman

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Phil Workman

          (CRD # 5963706)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about Santiago Philippe Workman that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Santiago Philippe Workman, born 1981.

          Mr. Workman currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since March 2015, Mr. Workman has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from August 2011 to February 2015, Mr. Workman was an Employer Plan Specialist for The Vanguard Group, Inc., in Scottsdale, Arizona. From April 2007 to March 2011, Mr. Workman was a Financial Aid Counselor for The University of Phoenix in Phoenix, Arizona.

          In 2012, Mr. Workman graduated from University of Phoenix in Mesa, Arizona with a Bachelor’s Degree in Business/Finance.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Workman is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Workman has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Workman.

          Other Business Activities:

          1. Mr. Workman is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. Workman is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Workman’s income or involves a substantial amount of Mr. Workman’s time.

          Additional Compensation:

          Mr. Workman does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Workman’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • IMG_9524

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Christopher Pimpo

          (CRD # 5789440)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

           

          This Brochure Supplement (Form ADV Part 2B) provides information about Christopher Stephen Pimpo that supplements LearnVest Planning Services, LLC’sDisclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Christopher Stephen Pimpo, born 1988.

          Mr. Pimpo currently serves as a Senior Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since November 2014, Mr. Pimpo has served as a Financial Planner for the Firm. Prior to joining the Firm, from April 2007 to January 2011, Mr. Pimpo was Financial Services Advisor for USAA, in Phoenix, Arizona. From January 2011 to November 2013, Mr. Pimpo was a Financial Advisor for USAA.

          In 2012, Mr. Pimpo graduated from Western International University in Phoenix, Arizona with a Bachelor of Science in Accounting.

          Mr. Pimpo is a Certified Financial Planner™ (CFP®).

          The CFP designation identifies individuals who have completed the mandatory examination, education, experience and ethics requirements mandated by the CFP Board. Specifically, CFP candidates must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP course of study and comprehensive examination includes case studies and client scenarios designed to test the ability to identify and address financial planning issues in areas including the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP designees have agreed to adhere to the Standards of Professional Conduct, which require that CFPs provide financial planning services at a fiduciary standard of care. Failure to comply with these requirements may subject a designee to the CFP Board’s disciplinary process.

          Disciplinary Information:

          Mr. Pimpo has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Pimpo

          Other Business Activities:
          1. Mr. Pimpo is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.
          1. Mr. Pimpo is not actively engaged in any business or occupation for compensation not discussed in response to Item 4.(A), above, that provides a substantial source of Mr. Pimpo’s income or involves a substantial amount of Mr. Pimpo’s time.

          Additional Compensation:

          Mr. Pimpo does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Pimpo’s performance, activities and the advice he provides to clients are supervised by the Chief Compliance Officer, Rebecca VillegasRebecca Villegas can be reached at (866) 931-4099.


        • IMG_5958

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Dominick DeAngelis

          (CRD # 5772355)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017


          This Brochure Supplement (Form ADV Part 2B) provides information about Dominick Lawrence DeAngelis that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Dominick Lawrence DeAngelis, born 1984.

          Mr. DeAngelis currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since March 2015 Mr. DeAngelis has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from March 2011 to March 2015, Mr, DeAngelis was Brokerage Associate for The Vanguard Group, in Scottsdale, Arizona. From March 2010 to March 2011, Mr, DeAngelis was Market Strategist for MF Global, in Chicago, Illinois.

          In 2009, Mr..DeAngelis graduated from Arizona State University in Tempe, Arizona with a degree in Interdisciplinary Studies from the School of Letters and Sciences.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. DeAngelis is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. DeAngelis has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. DeAngelis.

          Other Business Activities:

          1. Mr. DeAngelis is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

          1. Mr. DeAngelis is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. DeAngelis’ income or involves a substantial amount of Mr. DeAngelis’ time.

          Additional Compensation:

          Mr. DeAngelis does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. DeAngelis’ performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • elizabeth-sklaver

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Elizabeth Sklaver

          (CRD # 5277338)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement, Form ADV Part 2B, provides information about Elizabeth Sklaver that supplements LearnVest Planning Services, LLC’s Disclosure Brochure, Form ADV Part 2A, (our “Brochure”).  You already should have received a copy of our Brochure.  Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Elizabeth Sklaver, born 1982.

          Ms. Sklaver currently serves as an Advice Strategy Consultant for LearnVest Planning Services, LLC (the “Firm”).

          Since April 2013, Ms. Sklaver has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from 2008 – 2013, Ms. Sklaver worked as a Wealth Management Professional at Goldman, Sachs & Co. While at Goldman, Sachs & Co., she served as a relationship manager for private and institutional clients along with their intermediaries. Ms. Sklaver served as a Registered Client Service Associate at Morgan Stanley from 2007 – 2008.

          In 2005, Ms. Sklaver graduated from Drexel University in Philadelphia, Pennsylvania with a Bachelor of Science in Business Administration.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Sklaver is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Sklaver has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Sklaver.

          Other Business Activities:

           

          1. Ms. Sklaver is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Sklaver is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Sklaver’s income or involves a substantial amount of Ms. Sklaver’s time.

          Additional Compensation:

          Ms. Sklaver does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Sklaver’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher can be reached at (866) 413-7883.

           


        • Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Brandie Farnam

          (CRD # 5304275)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          June 5, 2017

           

          This Brochure Supplement (Form ADV Part 2B) provides information about  Brandie Alyssa Farnam, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Brandie Alyssa Farnam, born 1983.

          Brandie Farnam currently serves as a Manager of Advice Excellence and Product Voice and financial planner for LearnVest Planning Services, LLC (the “Firm”).

          Since March 2012, Ms. Farnam has served as a LearnVest Planner for the Firm. Prior to joining the Firm, from July 2010 to March 2012, Ms. Farnam was a Financial Advisor for Morgan Stanley Smith Barney, in New York, New York. From March 2009 to June 2009, Ms. Farnam served as a Registered Client Service Associate at Morgan Stanley in New York, New York. From November 2006 to March 2009 Ms. Farnam was a Client Service Associate at UBS Financial Services in New York, New York.

          In 2006, Ms. Farnam graduated from University of Colorado Boulder in Boulder, Colorado with a Degree in Business.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Ms. Farnam is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Ms. Farnam has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Farnam.

          Other Business Activities:

          1. Ms. Farnam is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Farnam is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Farnam’s income or involves a substantial amount of Ms. Farnam’s time.

          Additional Compensation:

          Ms. Farnam does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Farnam’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.

           


        • Jeff Jablonski

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Jeffery Jablonski

          (CRD # 2371566)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          April 18, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about  Jeffery Scott Jablonski, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Jeff Jablonski, born 1964.

          Since August 2013, Mr. Jablonski has served as a Financial Planner for LearnVest Planning Services, LLC (the “Firm”).

          Prior to joining the Firm, from November 2008 to July 2013, Mr. Jablonski was a Financial Solutions Advisor for USAA Financial Planning Services, in Phoenix, AZ. Concurrently from August 2007 to July 2013, Mr. Jablonski was a Registered Representative for USAA Financial Advisors, Inc.

          In 1991, Mr. Jablonski graduated from Arizona State University in Tempe, Arizona with a Bachelor of Science from the The Carey School of Business.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Mr. Jablonski is a CERTIFIED FINANCIAL PLANNER™ professional.

          The CFP® certification identifies individuals who have completed the examination, education, experience and ethics requirements mandated by the Certified Financial Planner Board of Standards (CFP Board). Specifically, CFP® certificants must have at least three years of qualifying work experience related to financial planning and must hold a bachelor’s degree from an accredited university. The CFP® certificant’s course of study and comprehensive examination employs case studies and client scenarios to test an individual’s ability to identify and address financial planning issues in areas that include: the general principles of financial planning, insurance planning, risk management, tax planning, employee benefits planning, investment planning, asset management, and retirement and estate planning. Individuals who become certified are also required to complete 30 hours of continuing education every two years to maintain general competence and an awareness of relevant developments in the field. Finally, all CFP® certificants have agreed to adhere to the Standards of Professional Conduct established by CFP Board, which requires that CFP® certificants provide financial planning services using a fiduciary standard of care. Failure to comply with these requirements may subject a CFP® certificant to CFP Board’s disciplinary process.

          Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

          Disciplinary Information:

          Mr. Jablonski has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Mr. Jablonski.

          Other Business Activities:

          1. Mr. Jablonski is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is he an associated person of an FCM, CPO, or CTA.

           

          1. Mr. Jablonski is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Mr. Jablonski’s income or involves a substantial amount of Mr. Jablonski’s time.  

           

          Additional Compensation:

          Mr. Jablonski does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Mr. Jablonski’s performance, activities and the advice he provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • britt-barney

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Britt Barney

          (CRD # 6281350)

           

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017

           


          This Brochure Supplement (Form ADV Part 2B) provides information about  Brittany Elizabeth Barney, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.

          Educational Background and Business Experience:

          Brittany Elizabeth Barney, born 1984.

          Ms. Barney currently serves as a LearnVest Planner for LearnVest Planning Services, LLC (the “Firm”).

          Since December 2013, Ms. Barney has served as a LearnVest Planner for the Firm.Prior to joining the Firm, from March 2009 to December 2013, Ms. Barney was a Producer for Big Foote Music, in New York, NY.

          In 2006, Ms. Barney graduated from University of Rhode Island in Kingston, Rhode Island with a Bachelor’s in Business

          Administration and a Bachelor’s in Communications Studies.

          The role of the financial planner at LearnVest is to collaborate with clients in order to help develop an actionable financial plan for them, using a set of planning standards that have been established by the company. They may also provide continual advice as clients work toward implementing various parts of their plan.

          Planners employed by the firm are required to complete an internal training program that begins with intensive classroom sessions before directly working with clients. During the final phase, each planner’s proficiency is evaluated based on their coursework and client interactions. After the training program is completed, planners are continually evaluated on their performance by management and members of the quality assurance team to ensure they are adhering to company planning standards and maintaining client satisfaction.

          Disciplinary Information:

          Ms. Barney has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Barney.

          Other Business Activities:

          1. Ms. Barney is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.

          1. Ms. Barney is not actively engaged in any business or occupation for compensation not discussed in response to Item 4(A), above, that provides a substantial source of Ms. Barney’s income or involves a substantial amount of Ms. Barney’s time.

          Additional Compensation:

          Ms. Barney does not receive any economic benefit associated with the sale of financial instruments or client referrals.

          Supervision:

          Ms. Barney’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo.  Christopher can be reached at (866) 413-7883.


        • lauren-june-2015

          Form ADV Part 2B

          BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS

          Lauren Yoder

          (CRD # 6490892)

          Tel. (866) 931-4099

          www.learnvest.com

          LearnVest Planning Services, LLC

          41 East 11th Street, 2nd Floor

          New York, NY 10003

          1375 N Scottsdale Rd, #370

          Scottsdale, AZ 85257

          February 19, 2017


           

          This Brochure Supplement (Form ADV Part 2B) provides information about Lauren Marie Yoder, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at SUPPORT@LEARNVESTPLANNING.COM if you did not receive our Brochure or if you have any quest