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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

  • Program & Business Operations Manager (chief Of Staff Scope) at Resource Financial Planning, Inc.
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
    Mobile Phone
  • Investment Adviser Representative at Resource Financial Planning, Inc.
    T. R.
    Investment Adviser Representative
    Mobile Phone

Resource Financial Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Analytics

Contact profiles from Resource Financial Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Program & Business Operations Manager (chief Of Staff Scope) at Resource Financial Planning, Inc.
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
    Mobile Phone
    Apr 17, 2026
  • Investment Adviser Representative at Resource Financial Planning, Inc.
    T. R.
    Investment Adviser Representative
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Resource Financial Planning, Inc. known for?

Minus sign iconPlus sign iconResource Financial Planning, Inc. was founded in 1982 and operates in the Investment Management industry. You can contact Resource Financial Planning, Inc.'s 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 FirstL@resourcefinancial.com. 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 20 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

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

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

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

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