The Planning Center of Fresno
Run a free full auditContact Information
-
Address
Financial consultant · · 7055 N Maple Ave Ste 108
Fresno, CA 93720 -
Phone
(559) 320-8200 -
Website
theplanningcenter.com -
Facebook page
facebook.com/theplanningcenter
Location
About The Planning Center of Fresno
The Planning Center is a financial planner in Fresno, CA. The firm provides fee-only financial planning and advisory services to both individuals and businesses, offering a 5.00 rating. Their expertise covers a wide range of essential financial areas, including asset and debt management, cash flow and income management, investment management, insurance and benefits review, estate planning, tax planning, and retirement planning.
The firm focuses on providing wealth clarity and forward-looking guidance to help clients navigate life's transitions, such as marriage, family changes, and career shifts. Their approach involves deeply understanding a client's vision and collaborating to align wealth decisions with personal values. The advisory team utilizes an integrated tax experience to simplify financial lives and acts as fiduciaries to provide trustworthy, objective guidance. Notable services also include management of restricted stock units and assistance with family and charitable giving.
Located on North Maple Avenue, the office is situated near West Coast Bible College and Mountain View Elementary School. The business is a short drive from East Herndon Avenue and East Alluvial Avenue.
The firm maintains thorough, well-documented business information online, and their website is well-optimized for clear reading by search engines.
The Planning Center provides dedicated, fee-only financial planning to help individuals and businesses achieve long-term stability in Fresno.
Services:
- Asset & Debt Management
- Estate Planning
- Insurance & Benefits Review
- Investment Management
- Retirement Planning
- Tax Planning
Score Summary
BizScoreAI scanned the website theplanningcenter.com on June 3, 2026. The Planning Center of Fresno has a BizScore of 65 out of 100. The website audit behind the SEO score ran on October 23, 2026.
- AI Visibility45 out of 100
- SEO82 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 19 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 74, Technical 91, Performance 98, Content 63.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, AI-Parseable Headings, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Speakable Schema (warning), Q&A Content (warning), Meta Description (warning), About/Team Page (warning), Author Signals (warning).
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Browse: Businesses in Fresno, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact The Planning Center of Fresno
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