Financial Plan Employee Directory

Financial Plan corporate office is located in 2115 Barkley Blvd # 101, Bellingham, Washington, 98226, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Marketing

Key Employees of Financial Plan

Jeanne Twining
Chief Operations Officer
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Financial Plan Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Financial Plan

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

Contact Name

Contact Info

Job Title

HQ Location

LL
Lydia Liou
Email Direct
Paraplanner
United States , Washington , Bellingham

DW
Devin Wolf
Email Direct
Chief Investment Officer
United States , Washington , Bellingham

Jeanne Twining
Email Direct
Chief Operations Officer
United States , Washington , Bellingham

GT
Gabriel Twining
Email Direct
Principal and Lead Advisor
United States , Washington , Bellingham

DD
David Dick
Email Direct
Principal and CCO
United States , Washington , Bellingham

AZ
Andrew Zender
Email Direct
Wealth Management Advisor
United States , Washington , Bellingham

NT
Nathan Twining
Email Direct
Lead Advisor
United States , Washington , Bellingham

TB
Tami Blankers
Email Direct
Director, Operations
United States , Washington , Bellingham

TB
Tor Benson
Email Direct
Financial Advisor
United States , Washington , Bellingham

SW
Stephanie Wolf
Email Direct
Director, Marketing & Communications
United States , Washington , Bellingham

Former Employees at Financial Plan

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

CE
Christopher Egbert
Operator at BP
Worked as Associate Advisor
at Financial Plan (2021-2022)
Email Direct
TS
Thomas Synnott
Investment Specialist at Vanguard
Worked as Summer Intern
at Financial Plan (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Financial Plan Employees

How many employees does Financial Plan have?

Financial Plan has 11-50 employees

Who are Financial Plan key employees?

Some of Financial Plan key employees are Jeanne Twining

Where is Financial Plan located?

Financial Plan’s headquarters are located at 2115 Barkley Blvd # 101, Bellingham, Washington, 98226, United States

How do I contact Financial Plan?

Financial Plan Contact Info: Phone number: (360) 714-1234 Website: www.financialplaninc.com

What does Financial Plan do?

Financial Plan, Inc provides personalized financial planning and comprehensive asset management services aimed at offering peace of mind to clients. The company focuses on establishing long-term relationships with families and individuals who have $1M or more in investable assets. Their investment philosophy emphasizes controlling risks, costs, and... Read More

Is Financial Plan a public company?

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

See more information about Financial Plan Employees