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The Planning Group of Scottsdale, LLC Employee Directory

Financial ServicesArizona, United States2-10 Employees

The Planning Group of Scottsdale, LLC operates in the financial services sector as a boutique wealth management firm. It specializes in active tactical investment management and alternative investments that are not commonly emphasized by other advisory practices. The firm aims to minimize risk and reduce volatility to help preserve capital in fluctuating markets, and it is based in Scottsdale, Arizona with an additional office in Sun City West.
Guided by the core values of integrity, trust, and service, The Planning Group emphasizes objective advice and sound investment solutions. It positions itself as a small, client-focused partner for individuals seeking tailored wealth management. More information is available on its website at theplanninggroup.com.

Find The Planning Group of Scottsdale, LLC employees' phone numbers or email addresses

The Planning Group of Scottsdale, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

The Planning Group of Scottsdale, LLC's Leadership

  • Stylized image of a person
    R. J.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Bookkeeper
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D. B.
    Wife And Mother
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Bookkeeper
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Administative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. D. M.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L.
    Phone icon
    Mobile Phone

The Planning Group of Scottsdale, LLC Employee Metrics

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

Contact profiles from The Planning Group of Scottsdale, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. J.
    Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    Jul 19, 2025
  • Stylized image of a person
    C. M.
    Bookkeeper
    Phone icon
    Mobile Phone
    United StatesTennessee
    Sep 05, 2025
  • Stylized image of a person
    C. D. B.
    Wife And Mother
    Phone icon
    Mobile Phone
    United StatesArizona
    Sep 11, 2025
  • Stylized image of a person
    R. D.
    Bookkeeper
    Phone icon
    Mobile Phone
    United StatesArizona
    Feb 17, 2026
  • Stylized image of a person
    L. B.
    Administative Assistant
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    E. D. M.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. L.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is The Planning Group of Scottsdale, LLC known for?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC operates in the Financial Services industry. The company's main headquarters is located in 8800 North Gainey Center Drive Suite 176 Scottsdale, Arizona 85258 United States; you can contact the main corporate office by phone at
+1-480-596-****
. Explore The Planning Group of Scottsdale, LLC's company overview page for more information.

What is The Planning Group of Scottsdale, LLC's most common email format?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Planning Group of Scottsdale, LLC email formats with LeadIQ.

How many employees does The Planning Group of Scottsdale, LLC have currently?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are The Planning Group of Scottsdale, LLC's key employees and leadership?

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As of May 2026, The Planning Group of Scottsdale, LLC's key employees include:

  • Owner: R. J.
  • Bookkeeper: C. M.
  • Wife And Mother: C. D. B.
  • Bookkeeper: R. D.
  • Administative Assistant: L. B.

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