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LifePlan Financial Advisory Group Employee Directory

Investment ManagementMichigan, United States2-10 Employees

LifePlan Financial Advisory Group LLC operates as a Registered Investment Advisor and an independent, fee-based financial planning firm based in Rochester Hills, Michigan, in Oakland County. It specializes in wealth management, investment planning, and comprehensive financial planning for individuals, families, and business owners. The firm emphasizes delivering clear, easy-to-understand solutions and places client interests at the forefront as it seeks to preserve and grow assets to meet personal goals.
LifePlan uses a team-based approach to financial planning, involving CERTIFIED FINANCIAL PLANNERS to support ongoing client relationships. It views planning as a lifelong process and aims to provide continued guidance as clients’ needs evolve over time. Described as a small firm, it emphasizes a close, long-term advisory relationship with its clients.

Find LifePlan Financial Advisory Group employees' phone numbers or email addresses

LifePlan Financial Advisory Group Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    3
  • Canada
    1

LifePlan Financial Advisory Group's Leadership

  • Stylized image of a person
    C. R.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Financial Advisor
    Phone icon
    Mobile Phone

LifePlan Financial Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from LifePlan Financial Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    CanadaBritish Columbia
    Jul 06, 2026
  • Stylized image of a person
    J. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is LifePlan Financial Advisory Group known for?

Minus sign iconPlus sign iconLifePlan Financial Advisory Group was founded in 2000 operates in the Investment Management industry. Explore LifePlan Financial Advisory Group's company overview page for more information.

What is LifePlan Financial Advisory Group's most common email format?

Minus sign iconPlus sign iconLifePlan Financial Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifePlan Financial Advisory Group email formats with LeadIQ.

How many employees does LifePlan Financial Advisory Group have currently?

Minus sign iconPlus sign iconLifePlan Financial Advisory Group has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are LifePlan Financial Advisory Group's key employees and leadership?

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As of July 2026, LifePlan Financial Advisory Group's key employees include:

  • Financial Advisor: C. R.
  • Financial Advisor: J. P.

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