Company Information

Get to know Intentional Money Life

Founded by CERTIFIED FINANCIAL PLANNER™ (CFP®) Zach J. Bouck, Intentional Money Life provides fiduciary financial advice and investment management services. The firm's mission is to help first-generation wealth builders align their money with their personal values to live a life of meaning and purpose. Their services are built around a comprehensive financial planning process that addresses cash flow, investments, retirement, insurance, and estate planning, all tailored to the unique challenges and opportunities faced by those who are the first in their families to build significant wealth.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Intentional Money Life

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.