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Scout the DayOneLead fox with a California new business filings stampEvery new California business filing, every day
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  2. California
  3. Modesto
  4. Financial Planning

New Financial Planning Businesses in Modesto, CA

1 financial planning businesses recently registered in Modesto, California.

Updated August 19, 2026 · Most recent business filing Mar 11, 2026

1
Total Filings
Mar 11, 2026
Most Recent
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About Financial Planning Businesses in Modesto

This page lists new financial planning businesses registered in Modesto, California. We currently track 1, sourced directly from the California Division of Corporations and refreshed daily as new financial planning companies file.

Recent additions include Intentional Wealth Management. The most recent financial planning business filing was on Mar 11, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial planning businesses in Modesto, this is one of the freshest prospect lists in the market.

Use recent financial planning registrations in Modesto as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Intentional Wealth Management

Mar 11, 2026
Financial PlanningVerifiedModesto, CA

Intentional Wealth Management, operating under IWM Financial, Inc., offers fee-only financial planning and investment management. The firm is located in Anaheim, CA, and led by Bradley Shammas, CFP. The website describes custom financial plans and a fiduciary approach.

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