Retirement Planning Network

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

12150 Monument Dr Ste 400, Fairfax, Virg...

Phone Number

(703) 651-2060

Revenue

$8.2 Million

Industry

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

About Retirement Planning Network

Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm founded by Richard "Dick" Robie in 2002. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to get to know and understand your needs, wants and values, in order to help you define your long-term goals, and then develop and continually monitor a strategy designed to address your individual situation. Our approach to wealth management begins and ends with you, our client. As we've grown our practice over the years we have always made the client the center of our universe. To that end, we relentlessly strive to improve the services we offer and experience we deliver to you. And now as a partner of the Carson Institutional Alliance, we've expanded the depth and breadth of our value proposition by leveraging the power of a national team of advisors, tax coRead more
Retirement Planning Network's Social MediaPopular SearchesRetirement Planning NetworkRetirement PlanningRetirement Planning SolutionsRetirement Planning & Wealth Management LLCFinancial Independence LLCSIC Code 62,628NAICS Code 52,523Show more

Retirement Planning Network Org Chart

PhoneEmail
LM
United States flag for contact location.

Chief Operating Officer & Chief Marketing Off...

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Planning Netwo...

$8.2M
11-50
Private
-
2002
LM
Lolita MitterChief Operating Officer & Chief Marketing Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
AL
A. LipscombInvestment Advisor & Representative
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Retirement Planning Network Tech Stack

A closer look at the technologies used by Retirement Planning Network

Top Finance Companies

Frequently Asked Questions Regarding Retirement Planning Network

What is Retirement Planning Network's official website?
Retirement Planning Network's official website is www.retirementplanning.net
What is Retirement Planning Network's Revenue?
Retirement Planning Network's revenue is $8.2 Million
What is Retirement Planning Network's SIC code?
Retirement Planning Network's SIC: 62,628
What is Retirement Planning Network's NAICS code?
Retirement Planning Network's NAICS: 52,523
How many employees does Retirement Planning Network have?
Retirement Planning Network has 11-50 employees
What industry does Retirement Planning Network belong to?
Retirement Planning Network is in the industry of: Finance, Securities Trading
What is Retirement Planning Network competition?
Retirement Planning Network top competitors include: Diversified Wealth Management Solutions, Charles Carroll Financial Partners, Lipscomb Investment Group, EverGreen Capital Management
What technology does Retirement Planning Network use?
Some of the popular technologies that Retirement Planning Network uses are: Cloudflare CDN, New Relic Browser, YouTube, Wistia
How do I contact Retirement Planning Network?
Retirement Planning Network contact info: Phone number: (703) 651-2060 Website: www.retirementplanning.net
What does Retirement Planning Network do?

Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm founded by Richard "Dick" Robie in 2002. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to get to know and... understand your needs, wants and values, in order to help you define your long-term goals, and then develop and continually monitor a strategy designed to address your individual situation. Our approach to wealth management begins and ends with you, our client. As we've grown our practice over the years we have always made the client the center of our universe. To that end, we relentlessly strive to improve the services we offer and experience we deliver to you. And now as a partner of the Carson Institutional Alliance, we've expanded the depth and breadth of our value proposition by leveraging the power of a national team of advisors, tax consultants, legal advisors, and research team. At the same time, we recognize the importance of being just a phone call away and we guarantee you will never call and speak with a robot and you will always be greeted as family when you visit our office. Each year, Barron's magazine distributes a list of its Top 100 Advisors in the U.S. For ten consecutive years, Carson Wealth Management was featured on this list and was inducted into Barron's Inaugural Hall of Fame. * Only two independent firms were named on this list every year since the list's inception in 2004 and we're proud to be a part of the nation's top-ranked team. *Barron's magazine, October 20, 2014 issue. The Barron's Rankings are based on data provided by over 4000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because ...Read More

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

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