Beyond Financial Planning Employee Directory

Beyond Financial Planning corporate office is located in 700 Mall Dr Ste C, Portage, Michigan, 49024, United States and has 1-10 employees.

beyond financial planning

beyond financial planning llc

Key Employees of Beyond Financial Planning

KS
Kimberly Santo...
Client Care Coordinator
PhoneEmail
JW
Jaime Weenink
Wealth Advisor
PhoneEmail
DR
Daniel Rishel
Wealth Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Beyond Financial Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Beyond Financial Planning

Hundreds of professionals searching for Beyond Financial Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KS
Kimberly Santos
Email Direct
Client Care Coordinator
United States , Michigan , Portage

JW
Jaime Weenink
Email Direct
Wealth Advisor
United States , Michigan , Portage

DR
Daniel Rishel
Email Direct
Wealth Advisor
United States , Michigan , Portage

Former Employees at Beyond Financial Planning

Explore people who held key positions, contributed to Beyond Financial Planning's success, and advanced their careers.

LW
Lauri Wiessner
Association Office Adm... at Kalamazoo Christian Sc...
Worked as Manager, Operations
at Beyond Financial Planning (2011-2025)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in Michigan, United States

Independent Bank

501-1,000 Employees

Advia Credit Union

201-500 Employees

Arbor Financial Credit Union

201-500 Employees

Frankenmuth Credit Union

201-500 Employees

Credit Unions ONE

201-500 Employees

Michigan Legacy Credit Union

201-500 Employees

Frequently Asked Questions Regarding Beyond Financial Planning Employees

How many employees does Beyond Financial Planning have?

Beyond Financial Planning has 1-10 employees

Who are Beyond Financial Planning key employees?

Some of Beyond Financial Planning key employees are Kimberly Santos, Jaime Weenink, Daniel Rishel

Where is Beyond Financial Planning located?

Beyond Financial Planning’s headquarters are located at 700 Mall Dr Ste C, Portage, Michigan, 49024, United States

How do I contact Beyond Financial Planning?

Beyond Financial Planning Contact Info: Phone number: (269) 492-9701 Website: www.beyond-fp.com

What does Beyond Financial Planning do?

Beyond Financial Planning, LLC specializes in helping clients align their financial and familial values to facilitate the process of passing down assets. The company emphasizes that financial planning is more about life than just numbers, aiming to assist families in creating, protecting, and maintaining multi-generational wealth. Founded by Greg H... Read More

Is Beyond Financial Planning a public company?

Beyond Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about Beyond Financial Planning Employees