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Financial Independence Planning, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Financial Independence Planning, LLC is a financial services firm based in Conshohocken, Pennsylvania, serving individuals, families, and businesses in the Tri-State area. With three decades of experience, it provides personalized wealth management and strategic planning aimed at achieving financial independence. Its team-based approach combines in-house CPAs and estate attorneys to develop a comprehensive financial strategy. The firm uses an eight-step framework to organize assets, income, and expenses into a tailored plan. Securities are offered through Cetera Wealth Services LLC, and investment advisory services are provided through CWM, LLC and Cetera Investment Advisers LLC. Headquartered in Conshohocken, the firm emphasizes durable client relationships built through referrals, educational seminars, and events, aiming to deliver a smooth client experience via a dedicated service team.

Find Financial Independence Planning, LLC employees' phone numbers or email addresses

Financial Independence Planning, LLC Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    46

Financial Independence Planning, LLC's Leadership

  • Stylized image of a person
    H. E. K.
    Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. E. K. C. C. C.
    Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. T.
    Head Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M. M.
    Co-Founder And Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. K.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Owner
    Phone icon
    Mobile Phone

Financial Independence Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Independence Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. Z.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 24, 2026
  • Stylized image of a person
    L. D.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Aug 06, 2024
  • Stylized image of a person
    D. T.
    Office Manager
    Phone icon
    Mobile Phone
    Jan 27, 2026
  • Stylized image of a person
    T. M.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMississippi
    Jun 26, 2026
  • Stylized image of a person
    C. R.
    Senior Client Service Associate
    Phone icon
    Mobile Phone
    May 30, 2026
  • Stylized image of a person
    P. T.
    Senior Client Services Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 14, 2026
  • Stylized image of a person
    K. A.
    Senior Client Service Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    R. F.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 24, 2026
  • Stylized image of a person
    C. L.
    Senior Client Service Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jan 30, 2025
  • Stylized image of a person
    D. T.
    Senior Client Service Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    May 15, 2026

Frequently Asked Questions

What is Financial Independence Planning, LLC known for?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1495 Alan Wood Road Conshohocken, Pennsylvania 19428 United States; you can contact the main corporate office by phone at
+1-610-825-****
. Explore Financial Independence Planning, LLC's company overview page for more information.

What is Financial Independence Planning, LLC's most common email format?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Independence Planning, LLC email formats with LeadIQ.

How many employees does Financial Independence Planning, LLC have currently?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Financial Independence Planning, LLC's key employees and leadership?

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As of June 2026, Financial Independence Planning, LLC's key employees include:

  • Ceo And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K.
  • Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K. C. C. C.
  • Chief Executive Officer: M. D.
  • President: M. G.
  • Head Of Client Services: D. T.

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