truFP Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

truFP operates in the financial services sector, offering financial planning and investment management aimed at providing clarity, confidence, and accountability through personalized service. The firm focuses on explaining advisor compensation, delivering comprehensive roadmaps, and supporting clients in achieving their financial goals with an approach grounded in compassion, integrity, independence, and commitment. Based in the Atlanta metro area, specifically Cumming, Georgia, truFP presents itself as a small team dedicated to individualized guidance in managing financial futures.

Find truFP employees' phone numbers or email addresses

truFP Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

truFP's Leadership

  • Stylized image of a person
    K. B.
    Financial Planner
    Phone icon
  • Stylized image of a person
    T. L.
    Paraplanner
    Phone icon
  • Stylized image of a person
    W. P.
    Client Services
    Phone icon
  • Stylized image of a person
    A. C.
    Financial Planner
    Phone icon
  • Stylized image of a person
    C. T.
    Client Services Associate
    Phone icon
  • Stylized image of a person
    K. F.
    Client Coordinator
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  • Stylized image of a person
    B. H.
    Registered Representative
    Phone icon
  • Stylized image of a person
    C. F.
    Financial Planner
    Phone icon

truFP Employee Metrics

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

Contact profiles from truFP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Financial Planner
    Phone icon
    United StatesGeorgia
    Apr 13, 2026
  • Stylized image of a person
    T. L.
    Paraplanner
    Phone icon
    United StatesGeorgia
    Oct 17, 2025
  • Stylized image of a person
    W. P.
    Client Services
    Phone icon
    United StatesGeorgia
    Nov 18, 2025
  • Stylized image of a person
    A. C.
    Financial Planner
    Phone icon
    United StatesGeorgia
    Mar 24, 2026
  • Stylized image of a person
    C. T.
    Client Services Associate
    Phone icon
    Nov 16, 2025
  • Stylized image of a person
    K. F.
    Client Coordinator
    Phone icon
    United StatesGeorgia
    Jan 09, 2024
  • Stylized image of a person
    B. H.
    Registered Representative
    Phone icon
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    C. F.
    Financial Planner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    F. L.
    Client Representative
    Phone icon
    United StatesGeorgia
    Apr 23, 2025
  • Stylized image of a person
    G. D.
    Financial Advisor
    Phone icon
    UNITED STATES
    Nov 07, 2025

Frequently Asked Questions

What is truFP known for?

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truFP was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 327 Dahlonega Street Suite 503 Cumming, Georgia United States; you can contact the main corporate office by phone at . Explore truFP's company overview page for more information.

What is truFP's most common email format?

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truFP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more truFP email formats with LeadIQ.

How many employees does truFP have currently?

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truFP has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are truFP's key employees and leadership?

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As of June 2026, truFP's key employees include:

  • Financial Planner: K. B.
  • Paraplanner: T. L.
  • Client Services: W. P.
  • Financial Planner: A. C.
  • Client Services Associate: C. T.

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