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Financial Planning

Company Name

Financial Planning

Main Industry

Lending & Brokerage, Finance

Website

www.financial-planning.com

Contact Information

Headquarters

One State Street Plaza, 27th Floor, New York City, New York, 10036, United States

(212) 803-8200

San Diego, California Office

591 Camino De La Reina, Ste 711, San Diego, California, 92108, United States

New York City, New York Office

1290 Avenue of the Americas, New York City, New York, 10104, United States

Financial Planning Profile and History

Financial Planning is a network for financial advisors. Financial Planning provides analysis and breaking news, opinion and advice, and practical business-building ideas. Headquartered in New York City, New York.

Financial Planning

Financial Planning , LLC.

Financial Planning magazine

Financial Planning Books

Financial Planning Company

Revenue

$66.9 M

Employees

300

Founded

2007

Primary Industries

Financial Planning Executive Team & Key Decision Makers

Name & TitleContact Info
Michael Salmon

(407) ❅❅❅-❅❅❅❅

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Thomas Kavanagh
Thomas Kavanagh

Vice President

❅❅❅❅@lenox-wealth.com

(917) ❅❅❅-❅❅❅❅

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Bill Schwartz
Bill Schwartz

Managing Director, Interviews

(301) ❅❅❅-❅❅❅❅

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Stephanie Owen
Stephanie Owen

Director, Operations

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Nancy Loeb
Nancy Loeb

Director, Client Services

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David Miller
David Miller

Director

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Justin Skidmore
Justin Skidmore

Associate Director, Financial Planning

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Jack Webb
Jack Webb

Director, Planning

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Johanna Miller

(781) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Joshua Morris
Joshua Morris

Financial Planner

❅❅❅❅@strategicfp.com

(214) ❅❅❅-❅❅❅❅

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Ann Marsh
Ann Marsh

Senior Editor

❅❅❅❅@arizent.com

(310) ❅❅❅-❅❅❅❅

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Leazel Myburgh
Leazel Myburgh

Membership Consultant

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Jack Webb
Jack Webb

Director, Planning

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Rebecca Cioffi
Rebecca Cioffi

Tax Accountant

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Sarah Roy
Sarah Roy

Admin Assistant

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Nancy Loeb
Nancy Loeb

Director, Client Services

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Noreen Malik

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Keith Leo
Keith Leo

Senior Financial Analyst

(212) ❅❅❅-❅❅❅❅

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Joe Faulkner
Joe Faulkner

Certified Financial Tm Planner & Practitioner

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Justin Skidmore
Justin Skidmore

Associate Director, Financial Planning

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Elizabeth Thibodeau
Elizabeth Thibodeau

Licensed Sales Assistant

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David Miller
David Miller

Director

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Top Financial Planning Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Financial Planning.

Web Analytics

(5 Technologies)

Advertising Networks

(4 Technologies)

Other Advertising Software

(3 Technologies)

Ad Verification and Optimization

(3 Technologies)

Marketing Automation

(2 Technologies)

Financial Planning Email Formats

ParameterSample EmailPercentage

Financial Planning Top Competitors

CompanyEmployeesRevenueTop technologies
Allegheny Financial Group

Allegheny Financial Group

146$51.6 M
Homrich Berg

Homrich Berg

107$23.2 M
Wealth Management

Wealth Management

168$36 M
Wealth Enhancement Group

Wealth Enhancement Group

250$116.5 M
Ayco

Ayco

2,311$1 B

What is Financial Planning revenue?

Financial Planning revenue is $66.9 M

How many employees does Financial Planning have?

Financial Planning has 300 employees

Where is Financial Planning headquarters located?

Financial Planning headquarters are located in One State Street Plaza, 27th Floor, New York City, New York, 10036, United States

What are Financial Planning’s primary industries?

Financial Planning’s main industries are: Finance, Lending & Brokerage

What are some additional names or alternative spellings that users use while searching for Financial Planning?

Financial Planning appears in search results as Financial Planning, Financial Planning , LLC., Financial Planning magazineFinancial Planning Books, Financial Planning Company...See More