Legacy Wealth Planning Information
Contact top employees from
Legacy Wealth Planning
Summary
Legacy Wealth Planning is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Reno, Nevada, USA. The number of employees ranges from 25 to 100. The annual revenue of Legacy Wealth Planning varies between 5.0M and 25M. To connect with Legacy Wealth Planning employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
finance, retirement planning, 401k, financial advisor, financial planning, estate planning, investment management, wealth preservation
SIC Code
6189, 6199
DMA Code
Reno–sparks Metropolitan Area
Founded
2006
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1990 | Privately Held | 25 - 100 | 18.1M | $0 | |
| 2011 | - | 1-10 | - | $- |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Legacy Wealth Planning shows a diverse range of experience levels:
33% for 3–4 years67% have over 11 years of service at Legacy Wealth PlanningContact top employees from
Legacy Wealth Planning
Jennifer Hopek
Director of Operations
M Bodie Monroe
Financial Advisor
Cassandra Kozakis Stahl
Partner and Financial Advisor
Chris Vargas
Managing Partner
Elise Levy
Financial Advisor, AWMA™
Wendy Hammond
Wealth Advisor
Sing Erl Lee
Senior Assistant Manager
Phil Mahoney
Managing Partner
Dean Cherpitel
Managing Member
