LeadIQ logo
Learn more at LeadIQ.com

Nationwide Planning Associates, Inc. Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Nationwide Planning Associates, Inc. is a national, full-service financial planning firm and FINRA-regulated broker-dealer in the financial services sector. It serves individuals, institutions, and financial intermediaries, providing advisors with resources, products, tools, and back-office support to help clients pursue their financial goals. The firm emphasizes independence and objectivity, prohibiting the sale of proprietary products and maintaining a platform that offers access to a broad range of products to minimize conflicts of interest. Located in Paramus, New Jersey, it functions as a mid-sized firm with nationwide reach.

All client brokerage assets are held at Pershing LLC, a subsidiary of The Bank of New York Mellon, reflecting a custodial relationship with a major financial institution. This structure supports the firm's objective of delivering unbiased financial planning and investment solutions through its advisor network.

Find Nationwide Planning Associates, Inc. employees' phone numbers or email addresses

Nationwide Planning Associates, Inc. Global Highlights

Location
Employees

North America
87

Minus sign iconPlus sign icon
  • United States Of America
    87

Nationwide Planning Associates, Inc.'s Leadership

  • Stylized image of a person
    M. K.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D. P.
    Founder And Chairman Of The Board
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R. C.
    Builder Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. Z.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. Z.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. P.
    Senior Vice President / Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Senior Vice President
    Phone icon
    Mobile Phone

Nationwide Planning Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Business
  • Entrepreneurship
  • Other
  • Consultant

Contact profiles from Nationwide Planning Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B. C.
    Managing Director Of Investments
    Phone icon
    Mobile Phone
    Puerto RicoSan Juan
    Mar 13, 2026
  • Stylized image of a person
    A. C.
    Director Of It
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jun 24, 2026
  • Stylized image of a person
    W. G.
    Executive Director Of Sales Management/Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    A. M.
    Director Of Information Technology
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    W. G.
    Executive Director, Sales Management
    Phone icon
    Mobile Phone
    United StatesTennessee
    Apr 14, 2026
  • Stylized image of a person
    A. S.
    Branch Manager
    Phone icon
    Mobile Phone
    Puerto Rico
    Apr 17, 2026
  • Stylized image of a person
    R. L.
    Financial Advisor / Sales Manager
    Phone icon
    Mobile Phone
    Puerto Rico
    Jan 28, 2026
  • Stylized image of a person
    S. S. I.
    Senior Wealth Management Advisor
    Phone icon
    Mobile Phone
    Puerto Rico
    Mar 13, 2026
  • Stylized image of a person
    J. J. P.
    Senior Advisor
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 19, 2025
  • Stylized image of a person
    M. K.
    Operations/Compliance Principal
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Mar 13, 2026

Frequently Asked Questions

What is Nationwide Planning Associates, Inc. known for?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 115 West Century Road Suite 360 Paramus, New Jersey 07652 United States; you can contact the main corporate office by phone at
+1-201-476-****
. Explore Nationwide Planning Associates, Inc.'s company overview page for more information.

What is Nationwide Planning Associates, Inc.'s most common email format?

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

How many employees does Nationwide Planning Associates, Inc. have currently?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. has approximately 62 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Nationwide Planning Associates, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Nationwide Planning Associates, Inc.'s key employees include:

  • Chief Executive Officer: M. K.
  • Chief Compliance Officer: J. S. C.
  • Founder And Chairman Of The Board: M. D. P.
  • Builder Owner: B. R. C.
  • Managing Partner: R. Z.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.