Financial Plan, Inc. Information
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Financial Plan, Inc.
Summary
Financial Plan, Inc. has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 17. To connect with Financial Plan, Inc. employee register on SignalHire.
Organization Website | financialplaninc.com |
Phone Number | 3607141234 |
Industries | |
Headquarters Location | 2115 Barkley Blvd, BELLINGHAM, Washington, 98226 US |
Employees Size | 10-50 employees |
Specialties | Wealth management, Asset management, Tax planning, Retirement planning, Custom financial plans, Risk management, Estate planning, Client education |
Founded | 1996 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
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Length of Employment
Employee tenure at Financial Plan, Inc. shows a diverse range of experience levels:
8% for 1–2 years17% for 3–4 years33% for 5–7 years17% for 8–10 years25% have over 11 years of service at Financial Plan, Inc.Discover More
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Financial Plan, Inc.
James Twining
Founder, CEO, Wealth Manager
Nathan Twining
Lead Advisor
Devin Wolf
Chief Investment Officer
Justin Gross
Partner/Advisor
Stephanie Wolf
Director of Marketing and Communications
David Dick
Principal and CCO
Andrew Zender
Wealth Management Advisor
Dillon Quintana
Technical Advisor
Kelsey Martin
Associate Financial Advisor
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FAQ
Financial Plan, Inc. operates in the Finance industries. More details can be found on the official website: financialplaninc.com.
The headquarters of Financial Plan, Inc. are located in BELLINGHAM, United States.
You can contact Financial Plan, Inc. by phone at 3607141234.
Financial Plan, Inc. currently employs 10-50 people.
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