What departments does Plan Financial have?

Plan Financial has employees across 1 departments including Finance.

What is the largest department at Plan Financial?

The largest department at Plan Financial is Finance with 1 employees.

Where are Plan Financial employees located globally?

Plan Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Plan Financial's team size changed over time?

Plan Financial's team has grown from approximately 5 to 9 employees based on available data.

Plan Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Plan Financial operates in the financial services sector, offering life and wealth management as well as outsourced asset management solutions for corporations, strategic partners, and affluent families. It provides non-proprietary financial and business solutions, including fee-only wealth management, investment advisory, and insurance solutions, drawing on a broad network of investment specialists rather than relying on a single approach. The firm follows an investment process designed to align resources with clients' life goals and financial objectives.

Based in Fresno, California, the company originated in 1993 as a unit of Plan Life & Wealth and later became incorporated as a Registered Investment Advisor. Its clients include corporations, strategic partners, and affluent families seeking comprehensive wealth management and outsourced asset management support.

Plan Financial Global Highlights

North America
13

United States Of America
13

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Plan Financial's Leadership

J. W.
Executive Vice President Of Plan Life & Wealth Management
Mobile Phone
Email
M. C.
Wealth Manager-Wealth Management Division
Mobile Phone
Email
C. R.
Financial Advisor
Mobile Phone
Email
P. H.
Insurance Producer
Mobile Phone
Email
R. R.
Strategic Partner And Wealth Manager With Plan Financial The Financial Services Units Wealth Management Division
Mobile Phone
Email

Plan Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Plan Financial

Name

Title

Contact Info

Location

Last Update

J. W.
Executive Vice President Of Plan Life & Wealth Management
Mobile Phone
Email
Oct 23, 2024
M. C.
Wealth Manager-Wealth Management Division
Mobile Phone
Email
Oct 23, 2024
C. R.
Financial Advisor
Mobile Phone
Email
United KingdomEngland
Apr 16, 2026
P. H.
Insurance Producer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
R. R.
Strategic Partner And Wealth Manager With Plan Financial The Financial Services Units Wealth Management Division
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Plan Financial known for?

Plan Financial was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 9 Riverpark Place East Suite 440 Fresno, California 93720 United States; you can contact the main corporate office by phone at

+1-559-433-****

. Explore Plan Financial's company overview page for more information.

What is Plan Financial's most common email format?

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

How many employees does Plan Financial have currently?

Plan Financial has approximately 9 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Plan Financial's key employees and leadership?

As of May 2026, Plan Financial's key employees include:

Executive Vice President Of Plan Life & Wealth Management: J. W.
Wealth Manager-Wealth Management Division: M. C.
Financial Advisor: C. R.
Insurance Producer: P. H.
Strategic Partner And Wealth Manager With Plan Financial The Financial Services Units Wealth Management Division: R. R.

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Plan Financial Employee Directory

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