Stonebridge Financial Planning Group, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Stonebridge Financial Planning Group, LLC operates in the financial services sector from Orlando, Florida. The firm delivers financial planning and advisory services through a registered investment adviser and follows a fee-based, independent model. It focuses on serving women and their families, seeking to weave together key life elements into a single, coherent plan.
Its client experience spans from the initial investment to ongoing distributions, with an emphasis on helping clients stay organized and progress toward their objectives. The firm's approach centers on building a solid financial pathway capable of withstanding life's changes. Operated by a small team, Stonebridge presents itself as a committed financial partner in Orlando, drawing on a broad set of options to tailor solutions.

Find Stonebridge Financial Planning Group, LLC employees' phone numbers or email addresses

Stonebridge Financial Planning Group, LLC Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Stonebridge Financial Planning Group, LLC's Leadership

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    B. P.
    Director Of Operations
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    K. K.
    Director
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  • Stylized image of a person
    C. H.
    Financial Planner & Advisor
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    C. T.
    Financial Planner & Advisor
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    B. R. C.
    Cfp®
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    A. Y.
    Service Advisor
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  • Stylized image of a person
    A. Y.
    Financial Planning Intern
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  • Stylized image of a person
    C. H.
    Financial Advisor
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Stonebridge Financial Planning Group, LLC Employee Metrics

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

Contact profiles from Stonebridge Financial Planning Group, LLC

Name
Title
Contact Info
Location
Last Update
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    B. P.
    Director Of Operations
    Phone icon
    United StatesFlorida
    Feb 19, 2026
  • Stylized image of a person
    K. K.
    Director
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    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    C. H.
    Financial Planner & Advisor
    Phone icon
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    C. T.
    Financial Planner & Advisor
    Phone icon
    United StatesFlorida
    Oct 23, 2025
  • Stylized image of a person
    B. R. C.
    Cfp®
    Phone icon
    United StatesFlorida
    May 09, 2026
  • Stylized image of a person
    A. Y.
    Service Advisor
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    A. Y.
    Financial Planning Intern
    Phone icon
    United StatesFlorida
    Oct 16, 2024
  • Stylized image of a person
    C. H.
    Financial Advisor
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    Oct 21, 2024
  • Stylized image of a person
    D. S.
    Administrative Assistant
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    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    D. W.
    Insurance Agent
    Phone icon
    Jun 03, 2026

Frequently Asked Questions

What is Stonebridge Financial Planning Group, LLC known for?

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Stonebridge Financial Planning Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 203 Hillcrest Street Orlando, Florida 32801 United States; you can contact the main corporate office by phone at . Explore Stonebridge Financial Planning Group, LLC's company overview page for more information.

What is Stonebridge Financial Planning Group, LLC's most common email format?

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

How many employees does Stonebridge Financial Planning Group, LLC have currently?

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Stonebridge Financial Planning Group, LLC has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Stonebridge Financial Planning Group, LLC's key employees and leadership?

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As of June 2026, Stonebridge Financial Planning Group, LLC's key employees include:

  • Director Of Operations: B. P.
  • Director: K. K.
  • Financial Planner & Advisor: C. H.
  • Financial Planner & Advisor: C. T.
  • Cfp®: B. R. C.

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