Life Planning Partners

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

6550 Saint Augustine Rd Ste 302, Jackson...

Phone Number

(904) 448-5158

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
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1

About Life Planning Partners

Life Planning Partners, Inc. specializes in providing comprehensive financial life planning services aimed at helping clients organize and optimize their resources. The firm focuses on creating sound financial plans that enhance clients' current lives while ensuring resilience for future challenges. As a fee-only planning firm, they prioritize unbiased financial advice by not accepting commissions or referral fees. Currently, they are not accepting new clients, emphasizing their commitment to the care of existing clients.Explore more
Life Planning Partners's Social MediaPopular SearchesLife Planning Partners IncLife Planning PartnersLife Partners Financial Group LLCLifeplanning Partners of America LLCPartners in Life Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Life Planning Partners Org Chart

PhoneEmail
KD
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Office Manager

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BL
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Manager, Investment

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CL
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Executive Assistant

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VT
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Life Planning Partners

<$5M
1-10
Private
-
2003
KD
Krissy Di CandiaOffice Manager
$5M
11-50
Private
-
1986
Steven Borden, Chief Operating Officer at Raskob Kambourian Financial Advisors
Steven BordenChief Operating Officer
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2008
CC
Cindy CastleClient Services Specialist
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Life Planning Partners Tech Stack

A closer look at the technologies used by Life Planning Partners

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Frequently Asked Questions Regarding Life Planning Partners

What is Life Planning Partners's official website?
Life Planning Partners's official website is www.lifeplanningpartners.com
What is Life Planning Partners's Revenue?
Life Planning Partners's revenue is <$5 Million
What is Life Planning Partners's SIC code?
Life Planning Partners's SIC: 62,628
What is Life Planning Partners's NAICS code?
Life Planning Partners's NAICS: 52,523
How many employees does Life Planning Partners have?
Life Planning Partners has 1-10 employees
What industry does Life Planning Partners belong to?
Life Planning Partners is in the industry of: Finance, Securities Trading
What is Life Planning Partners competition?
Life Planning Partners top competitors include: Active Lifestyle Financial Planning, Charles Carroll Financial Partners, Stratos Wealth Advisors, Clerestory Advisors
What technology does Life Planning Partners use?
Some of the popular technologies that Life Planning Partners uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Life Planning Partners?
Life Planning Partners contact info: Phone number: (904) 448-5158 Website: www.lifeplanningpartners.com
What does Life Planning Partners do?

Life Planning Partners, Inc. specializes in providing comprehensive financial life planning services aimed at helping clients organize and optimize their resources. The firm focuses on creating sound financial plans that enhance clients' current lives while ensuring resilience for future challenges. As a fee-only planning firm, they prioritize unbi... ased financial advice by not accepting commissions or referral fees. Currently, they are not accepting new clients, emphasizing their commitment to the care of existing clients.Read More

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

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