Coordinated Financial Planning Employee Directory

Coordinated Financial Planning corporate office is located in 4555 Lake Forest Dr Ste 560, Blue Ash, Ohio, 45242, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Operations

Finance

Key Employees of Coordinated Financial Planning

BB
Beth Benz
Director of Admin Services
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Coordinated Financial Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Coordinated Financial Planning

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Contact Name

Contact Info

Job Title

HQ Location

BB
Beth Benz
Email Direct
Director of Admin Services
United States , Ohio , Blue Ash

MB
Matthew Beamer
Email Direct
Senior Plan Designer
United States , Ohio , Blue Ash

Former Employees at Coordinated Financial Planning

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

JK
Justin Kremer
Sales Consultant at Jeff Wyler Florence Bu...
Worked as Financial Advisor
at Coordinated Financial Planning (2011-2018)
Email Direct

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Frequently Asked Questions Regarding Coordinated Financial Planning Employees

How many employees does Coordinated Financial Planning have?

Coordinated Financial Planning has 1-10 employees

Who are Coordinated Financial Planning key employees?

Some of Coordinated Financial Planning key employees are Beth Benz

Where is Coordinated Financial Planning located?

Coordinated Financial Planning’s headquarters are located at 4555 Lake Forest Dr Ste 560, Blue Ash, Ohio, 45242, United States

How do I contact Coordinated Financial Planning?

Coordinated Financial Planning Contact Info: Phone number: (513) 769-3131 Website: coordinated.financial

What does Coordinated Financial Planning do?

Coordinated Financial Planning is a fee-only registered investment adviser based in Cincinnati, Ohio, specializing in comprehensive financial planning services. They focus on aligning their interests with those of their clients by charging a percentage of account value, ensuring their success is tied to the growth and protection of client assets. T... Read More

Is Coordinated Financial Planning a public company?

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

See more information about Coordinated Financial Planning Employees