Secure Planning Employee Directory

Secure Planning corporate office is located in 42 Middle St, Portsmouth, New Hampshire, 03801, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

C-Suite

Finance

Legal

Key Employees of Secure Planning

JS
Julianne Smith
Chief Compliance Officer, Client & IT Service Mana...
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Secure Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Secure Planning

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

Contact Name

Contact Info

Job Title

HQ Location

JB
Julianne Brown
Email Direct
Compliance
United States , New Hampshire , Portsmouth

RG
Rose Gilday
Email Direct
Practice Administrator
United States , New Hampshire , Portsmouth

ST
Shelly Tomasch
Email Direct
Insurance Producer
United States , New Hampshire , Portsmouth

JS
Julianne Smith
Email Direct
Chief Compliance Officer, Client & IT Service Manager & Liaison
United States , New Hampshire , Portsmouth

JF
Justin Finn
Email Direct
Investment Advisor & Representative
United States , New Hampshire , Portsmouth

LD
Lisa Dugan
Email Direct
Senior Vice President
United States , New Hampshire , Portsmouth

CB
Callie Berry
Email Direct
Administrator
United States , New Hampshire , Portsmouth

Former Employees at Secure Planning

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

Jack Vogel

SMB Account Executive ... at Klaviyo

Worked as Intern

at Secure Planning (2022-2023)

Direct

Jake Connolly

Senior Sales Developme... at ZoomInfo

Worked as Financial Service Intern

at Secure Planning (2021-2022)

Direct

Allison Potter

Senior Scrum Master at Liberty Mutual Insuran...

Worked as Financial Services Intern

at Secure Planning (2017-2018)

Direct

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Client Service Associa... at GW&K Investment Manage...

Worked as Financial Service Intern

at Secure Planning (2019-2020)

Direct

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Property Claims Adjust... at Amica Mutual Insurance

Worked as Administrative Intern

at Secure Planning (2023-2024)

Direct

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Investment Banking Ana... at Capstone Partners

Worked as Intern

at Secure Planning (2023-2024)

Direct

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Frequently Asked Questions Regarding Secure Planning Employees

How many employees does Secure Planning have?

Secure Planning has 1-10 employees

Who are Secure Planning key employees?

Some of Secure Planning key employees are Julianne Smith

Where is Secure Planning located?

Secure Planning’s headquarters are located at 42 Middle St, Portsmouth, New Hampshire, 03801, United States

How do I contact Secure Planning?

Secure Planning Contact Info: Phone number: (603) 433-5515 Website: www.secureplanning.com

What does Secure Planning do?

Secure Planning, LLC is a wealth management company dedicated to the personal and financial success of its clients. They provide a balanced, disciplined, and personalized approach to wealth accumulation and estate preservation, guided by clients' financial goals and risk tolerance. The company emphasizes long-term partnerships built on trust and de... Read More

Is Secure Planning a public company?

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

See more information about Secure Planning Employees