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Preferred Planning Associates Employee Directory

Financial ServicesOhio, United States2-10 Employees

Preferred Planning Associates has about 7 employees, all of them in North America. Business and Banking make up over half of the profiles with a known department.

Find Preferred Planning Associates employees' phone numbers or email addresses

Preferred Planning Associates Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Preferred Planning Associates's Leadership

  • Owner And Partner at Preferred Planning Associates
    T. M.
    Owner And Partner
    Mobile Phone
  • Training, Education And Sales at Preferred Planning Associates
    A. A. V.
    Training, Education And Sales
    Mobile Phone
  • Financial Advisor at Preferred Planning Associates
    D. K.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Preferred Planning Associates
    G. F.
    Financial Advisor
    Mobile Phone

Preferred Planning Associates Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Sales
  • Other

Business is the largest department at 50% of profiles with a known department, followed by Banking (33%) and Sales (17%).

Contact profiles from Preferred Planning Associates

Name
Title
Contact
Location
Last Update
  • Owner And Partner at Preferred Planning Associates
    T. M.
    Owner And Partner
    Mobile Phone
    Apr 23, 2025
  • Training, Education And Sales at Preferred Planning Associates
    A. A. V.
    Training, Education And Sales
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at Preferred Planning Associates
    D. K.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Financial Advisor at Preferred Planning Associates
    G. F.
    Financial Advisor
    Mobile Phone
    Sep 22, 2025

Frequently Asked Questions

What are the largest departments at Preferred Planning Associates?

Minus sign iconPlus sign iconBusiness is the largest department at 50% of profiles with a known department, followed by Banking (33%) and Sales (17%).

How many employees does Preferred Planning Associates have currently?

Minus sign iconPlus sign iconPreferred Planning Associates has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Preferred Planning Associates's key employees and leadership?

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As of September 2026, Preferred Planning Associates's key employees include:

  • Owner And Partner: T. M.
  • Training, Education And Sales: A. A. V.
  • Financial Advisor: D. K.
  • Financial Advisor: G. F.

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

What is Preferred Planning Associates's most common email format?

Minus sign iconPlus sign iconPreferred Planning Associates employees' email format typically follows the pattern of FLast@ppaohio.com. Trying to find reliable and up-to-date employee contact data? Find more Preferred Planning Associates email formats with LeadIQ.

What is Preferred Planning Associates known for?

Minus sign iconPlus sign iconPreferred Planning Associates operates in the Financial Services industry. You can contact Preferred Planning Associates's main corporate office by phone at
+1-937-610-****
. Explore Preferred Planning Associates's company overview page for more information.

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