Financial Planning Information
Get Verified Emails For Financial Planning
Contact top employees from
Financial Planning
Summary
Financial Planning is a private company. The company currently specializes in the Online Media area. Its headquarters is located at New York, New York, USA. The Financial Planning annual revenue is estimated at < 1M. To connect with Financial Planning employee register on SignalHire.
Organization Website | financial-planning.com |
Social Links |    |
Phone Number | 212-803-8500 |
Industries | |
Headquarters Location | 1 State St, New York, NY, 10004 US |
Employees Size | 200-500 employees |
DMA Code | New York Metropolitan Area |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2013 | Public Company | 1 - 25 | 6.7M | $0 | |
| 2001 | Privately Held | 25 - 100 | 5.9M | $0 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Financial Planning shows a diverse range of experience levels:
4% for 1–2 years4% for 3–4 years10% for 5–7 years8% for 8–10 years75% have over 11 years of service at Financial PlanningDiscover More
Contact top employees from
Financial Planning
Fakhri Rice
Owner
Prakash Penta
Financial Planning and Analysis
James Simonse
Passed the CFP® Exam
Samantha Mangrum
CSM
Casey Lambert
Administrative Assistant
Tanya Constantino
Client Services Manager
Julie Steen
Office Manager & Customer Relations
Gerald Abrahamson
Retired professional salesman
Kerry Nelson
Junior Associate
Annalyn Kurtz
Contributing Editor
Ron Rhoades
Blogger
Courtney Hilliard
In House Counsel
Ashley Snyder
Client Services
Mikki Valentine
Paraplanner
Michelle Turnley
studying
Ramnarine Balkaran
Consultant
Pankaj Ladha
Consultant
Tyler Linforth
Customer Serive and Operations Assistant
CA Kanika Gupta
Entrepreneur
Bimlendu Bimal
Investment Advisor
Panda Leung
Recruitment manager
Gryffen Zettlemoyer
Investment Advisory (Personal Project)
Michelle Baker
Financial Planner
Stephen Booker
Self Employed
Companies Similar to Financial Planning
FAQ
Financial Planning operates in the Digital Media industries. More details can be found on the official website: financial-planning.com.
The headquarters of Financial Planning are located in New York, United States.
You can contact Financial Planning by phone at 212-803-8500.
Financial Planning currently employs 200-500 people.
Financial Planning's revenue is approximately < 1M.
Well-known competitors of Financial Planning include Financial Advisor IQ and RoadRUNNER Motorcycle Touring & Travel.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
