Continuum Planning Partners

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

10 Cadillac Dr Ste 300, Brentwood, Tenne...

Phone Number

(615) 309-6464

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Continuum Planning Partners

Continuum Planning Partners specializes in individualized financial planning services aimed at helping families, business owners, professionals, and executives navigate complex financial situations. Their approach includes creating comprehensive financial plans that evolve with clients' goals and life changes. The firm emphasizes a partnership with clients, providing customized strategies and ongoing support to ensure financial preparedness for various life events. With a focus on tailored planning, they offer services such as retirement planning, insurance, and charitable giving strategies.Explore more
Continuum Planning Partners's Social MediaPopular SearchesContinuum Planning PartnersCom ContinuumplanningpartnersContinuumContinuum Padre LLCContinium Planning and Training Systems IncSIC Code 62,628NAICS Code 52,523Show more

Continuum Planning Partners Org Chart

PhoneEmail
SJ
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Administrative Director

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Continuum Planning Partne...

<$5M
1-10
Private
-
2015
SJ
Stacey JoyceAdministrative Director
<$5M
1-10
Private
<$5M
1999
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2021
PC
Paulina CamposAssociate Attorney
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Continuum Planning Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Continuum Planning Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Continuum Planning Partners.

Continuum Planning Partners Tech Stack

A closer look at the technologies used by Continuum Planning Partners

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Frequently Asked Questions Regarding Continuum Planning Partners

What is Continuum Planning Partners's official website?
Continuum Planning Partners's official website is www.cppadvisors.com
What is Continuum Planning Partners's Revenue?
Continuum Planning Partners's revenue is <$5 Million
What is Continuum Planning Partners's SIC code?
Continuum Planning Partners's SIC: 62,628
What is Continuum Planning Partners's NAICS code?
Continuum Planning Partners's NAICS: 52,523
How many employees does Continuum Planning Partners have?
Continuum Planning Partners has 1-10 employees
What industry does Continuum Planning Partners belong to?
Continuum Planning Partners is in the industry of: Finance, Securities Trading
What is Continuum Planning Partners competition?
Continuum Planning Partners top competitors include: Jimenez Wealth Multifamily Offices, Salient Wealth Planning Group, Fulcrum Wealth Advisors, HSC Wealth Advisors
What technology does Continuum Planning Partners use?
Some of the popular technologies that Continuum Planning Partners uses are: Microsoft IIS, WooCommerce, WordPress.org, Optimizely
How do I contact Continuum Planning Partners?
Continuum Planning Partners contact info: Phone number: (615) 309-6464 Website: www.cppadvisors.com
What does Continuum Planning Partners do?

Continuum Planning Partners specializes in individualized financial planning services aimed at helping families, business owners, professionals, and executives navigate complex financial situations. Their approach includes creating comprehensive financial plans that evolve with clients' goals and life changes. The firm emphasizes a partnership with... clients, providing customized strategies and ongoing support to ensure financial preparedness for various life events. With a focus on tailored planning, they offer services such as retirement planning, insurance, and charitable giving strategies.Read More

What are Continuum Planning Partners social media links?
Continuum Planning Partners Linkedin page Continuum Planning Partners Facebook page
Is Continuum Planning Partners a public company?
Continuum Planning Partners is private company therefore does not currently have an official ticker symbol
See more information about Continuum Planning Partners

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