Center for Financial Planning, Inc.® Information
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Center for Financial Planning, Inc.®
Summary
Center for Financial Planning, Inc.® is a private company that has been in the industry for 40 years. The company currently specializes in the Financial Services area. Its headquarters is located at Southfield, Michigan, USA. The number of employees ranges from 25 to 100. The annual revenue of Center for Financial Planning, Inc.® varies between 5.0M and 25M. Total funding of the company - $350K. To connect with Center for Financial Planning, Inc.® employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Comprehensive Financial Planning, Investment Management
SIC Code
6189, 6199
DMA Code
Detroit Metropolitan Area
Founded
1985
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
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Organization Website
Social Links
Contact Email
contact@centerfinplan.com
Phone Number
2489487900
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2005 | Privately Held | 100 - 250 | 28M | $0 | |
| 1996 | Privately Held | 25 - 100 | 5.8M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Center for Financial Planning, Inc.® shows a diverse range of experience levels:
3% have been with the company for less than 1 year10% for 1–2 years7% for 3–4 years10% for 5–7 years10% for 8–10 years59% have over 11 years of service at Center for Financial Planning, Inc.®Ex-employees positions
In Company
In New Company
Contact top employees from
Center for Financial Planning, Inc.®
Michael Brocavich
CERTIFIED FINANCIAL PLANNER
Angela Palacios
Partner & Director of Investments
Kali Hassinger
CERTIFIED FINANCIAL PLANNER™
Gerri Harmer
Client Concierge Manager
Jen Hackmann
Registered Client Service Manager & Paraplanner
Laurie Renchik
Partner, Financial Planner
Matt Trujillo
Certified Financial Planner ™
Mallory Hunt
Investment Professional
Robert Ingram
CERTIFIED FINANCIAL PLANNER™ professional
Raya Chope
Client Services Manager
Sarah McDonell
Client Service Manager
Alex Valente
IT Support Associate
Jeanette LoPiccolo
Associate Financial Planner
Nick Boguth
Portfolio Manager
Josh Bitel
Financial Planner
Timothy Wyman
Partner & CERTIFIED FINANCIAL PLANNER™ Professional
Logan Dimitrie
Associate Financial Planner
Selina Herberger
Marketing Associate
Kelsey Arvai
Financial Planner
Lauren Adams
Partner, CFFP/Financial Advisor, RJFS
Joshua Golden
Financial Planning Intern
Nick Defenthaler
Partner | Financial Advisor,RJFS
Torreano Roney
Client Service Associate
Madelyn Osenkowski
Marketing Intern
Iris Hayes
Financial Planning Intern
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FAQ
Center for Financial Planning, Inc.® operates in the Financial Services industries. More details can be found on the official website: centerfinplan.com.
The headquarters of Center for Financial Planning, Inc.® are located in Southfield, United States.
You can contact Center for Financial Planning, Inc.® by phone at 2489487900.
Center for Financial Planning, Inc.® currently employs 10-50 people.
Center for Financial Planning, Inc.®'s revenue is approximately 6.2M.
Well-known competitors of Center for Financial Planning, Inc.® include Cornerstone Wealth Management and DeRose Financial Planning Group.
