Alpha Planning Employee Directory

Financial ServicesOhio, United States2-10 Employees

Alpha Planning is a financial services firm serving northeast Ohio and specializing in the needs of pre- and post-retirees. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Find Alpha Planning employees' phone numbers or email addresses

Alpha Planning Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Alpha Planning's Leadership

  • Stylized image of a person
    J. C.
    Principal
    Phone icon
  • Stylized image of a person
    W. L.
    Executive Administrator
    Phone icon

Contact profiles from Alpha Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Principal
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. L.
    Executive Administrator
    Phone icon
    Aug 11, 2025

Frequently Asked Questions

What is Alpha Planning known for?

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Alpha Planning was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 6325 Cochran Road, Suite 5; you can contact the main corporate office by phone at . Explore Alpha Planning's company overview page for more information.

What is Alpha Planning's most common email format?

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Alpha Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alpha Planning email formats with LeadIQ.

How many employees does Alpha Planning have currently?

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Alpha Planning has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Alpha Planning's key employees and leadership?

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As of December 2025, Alpha Planning's key employees include:

  • Principal: J. C.
  • Executive Administrator: W. L.

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