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Resource Financial Planning, Inc. Employee Directory

Investment ManagementOregon, United States11-50 Employees

Resource Financial Planning, Inc. operates in the investment management sector, offering securities and investment advisory services through a registered broker-dealer arrangement with Osaic Wealth, Inc. The firm positions itself as independent from Osaic Wealth, providing guidance to clients while acknowledging its separate status, and directs clients to its website for disclosures. Based in Portland, Oregon, the company serves clients in the United States and operates with a small to mid-sized team. The primary focus appears to be providing financial planning and investment-related services, addressing the needs of individuals seeking professional management and advisory support for their portfolios.

Find Resource Financial Planning, Inc. employees' phone numbers or email addresses

Resource Financial Planning, Inc. Global Highlights

Location
Employees

North America
19

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  • United States Of America
    18
  • Jamaica
    1

Oceania
2

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  • New Zealand
    2

Resource Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    T. R.
    Investment Adviser Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
    Phone icon
    Mobile Phone

Resource Financial Planning, Inc. Employee Metrics

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

Contact profiles from Resource Financial Planning, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. R.
    Investment Adviser Representative
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
    Phone icon
    Mobile Phone
    Apr 17, 2026

Frequently Asked Questions

What is Resource Financial Planning, Inc. known for?

Minus sign iconPlus sign iconResource Financial Planning, Inc. was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-503-245-****
. Explore Resource Financial Planning, Inc.'s company overview page for more information.

What is Resource Financial Planning, Inc.'s most common email format?

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

How many employees does Resource Financial Planning, Inc. have currently?

Minus sign iconPlus sign iconResource Financial Planning, Inc. has approximately 18 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Resource Financial Planning, Inc.'s key employees and leadership?

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As of July 2026, Resource Financial Planning, Inc.'s key employees include:

  • Investment Adviser Representative: T. R.
  • Program & Business Operations Manager (chief Of Staff Scope): M. S.

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