LifePoint Planning Employee Directory

LifePoint Planning corporate office is located in 41000 Woodward Ave Ste 350, Bloomfield Hills, Michigan, 48304, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

C-Suite

1

Finance

1

Operations

1

LifePoint Planning CEO

Douglas Oosterhart, Chief Executive Officer & Certified Financial Planner at LifePoint Planning
United States flag for contact location.
Douglas OosterhartChief Executive Officer & Certified Financial Planner
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Key Employees of LifePoint Planning

  • TP
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    Ted Perry

    Financial Planner & Operations Specialist

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  • AH
    United States flag for contact location.
    Aaron Harris

    Certified Financial Planner

    PhonePhoneEmailEmail
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  • PhonePhoneEmailEmail

LifePoint Planning Global Presence

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North America1-10

Index of contact profiles from LifePoint Planning

Hundreds of professionals searching for LifePoint Planning have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at LifePoint Planning

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

  1. Managing Director - Mi... at Pacer ETFs

    Worked as Financial Planner

    at LifePoint Planning (2025-2025)

    email Josh McCarthy Email direct Josh McCarthy Direct

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

Frequently Asked Questions Regarding LifePoint Planning Employees

How many employees does LifePoint Planning have?
LifePoint Planning has 1-10 employees
Who is the CEO of LifePoint Planning?
LifePoint Planning’s CEO is Douglas Oosterhart
Who are LifePoint Planning key employees?
Some of LifePoint Planning key employees are Ted Perry, Aaron Harris
Where is LifePoint Planning located?
LifePoint Planning’s headquarters are located at 41000 Woodward Ave Ste 350, Bloomfield Hills, Michigan, 48304, United States
How do I contact LifePoint Planning?
LifePoint Planning Contact Info: Phone number: (844) 505-3618 Website: www.lifepointplanning.com
What does LifePoint Planning do?

LifePoint Planning is a certified financial planning firm that specializes in modern retirement planning, tax planning, and income strategies for high-net-worth individuals and families nearing or in retirement. The firm focuses on creating sustainable, tax-efficient distribution strategies and customized investment solutions to address the unique... financial challenges faced by its clients. LifePoint Planning employs a transparent flat fee structure, moving away from traditional percentage-based fees, ensuring clients receive personalized attention without being penalized for their financial success. The team consists of highly qualified professionals, including CFPs, dedicated to providing sophisticated planning and proactive tax strategies.Read More

Is LifePoint Planning a public company?
LifePoint Planning is private company therefore does not currently have an official ticker symbol
See more information about LifePoint Planning Employees

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