Planwealth Financial Services Employee Directory

Planwealth Financial Services Global Highlights

Location

Employees

North America

6

• United States Of America
  6

Africa

3

• South Africa
  3

North America accounts for 67% of Planwealth Financial Services's workforce, followed by Africa (33%).

Planwealth Financial Services's Leadership

• 
  D. L.

  President, Mortgage Broker, Loan Officer

  Mobile Phone

  Email
• 
  L. L.

  Mortgage Broker

  Mobile Phone

  Email

Planwealth Financial Services Employee Metrics

• Banking
• Accounting
• Other

Banking is the largest department at 75% of profiles with a known department, followed by Accounting (25%).

Contact profiles from Planwealth Financial Services

• 
  D. L.

  President, Mortgage Broker, Loan Officer

  Mobile Phone

  Email

  United States, Texas

  Mar 08, 2026
• 
  L. L.

  Mortgage Broker

  Mobile Phone

  Email

  United States, Texas

  Apr 15, 2026

• 1

Frequently Asked Questions

What are the largest departments at Planwealth Financial Services?

Banking is the largest department at 75% of profiles with a known department, followed by Accounting (25%).

Where are Planwealth Financial Services's employees located?

Planwealth Financial Services has about 7 employees across 2 continents, most of them in North America. North America accounts for 67% of Planwealth Financial Services's workforce, followed by Africa (33%). By country, the largest groups are United States Of America (67%) and South Africa (33%).

How many employees does Planwealth Financial Services have currently?

Planwealth Financial Services has approximately 7 employees as of October 2026. These team members are located across 2 continents, including North America and Africa.

Who are Planwealth Financial Services's key employees and leadership?

As of October 2026, Planwealth Financial Services's key employees include:

• President, Mortgage Broker, Loan Officer: D. L.
• Mortgage Broker: L. L.

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What is Planwealth Financial Services's most common email format?

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

What is Planwealth Financial Services known for?

Planwealth Financial Services was founded in 1983 and operates in the Financial Services industry. Explore Planwealth Financial Services's company overview page for more information.