A Better Financial Plan logo

A Better Financial Plan Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

A Better Financial Plan is an investment management firm that seeks to identify and provide investments considered safer than typical market options, with the potential for returns up to 10% consistently. The firm produces educational materials aimed at improving how the safe portion of a portfolio performs and engages with clients and prospects on retirement planning questions.

Operating within the investment management sector, it emphasizes safer, alternative approaches rather than conventional strategies. Based in King of Prussia, Pennsylvania, the company is small in scale. It aims to help individuals build long-term savings plans that preserve financial security in retirement, with more information available at https://abetterfinancialplan.com.

Find A Better Financial Plan employees' phone numbers or email addresses

A Better Financial Plan Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

A Better Financial Plan's Leadership

  • Director at A Better Financial Plan
    S. T.
    Director
  • Business Development at A Better Financial Plan
    J. N.
    Business Development
  • Executive Assistant at A Better Financial Plan
    S. R.
    Executive Assistant

A Better Financial Plan Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Business
  • Other

Contact profiles from A Better Financial Plan

Name
Title
Contact
Location
Last Update
  • Director at A Better Financial Plan
    S. T.
    Director
    United Kingdom, England
    Jul 07, 2026
  • Business Development at A Better Financial Plan
    J. N.
    Business Development
    May 23, 2025
  • Executive Assistant at A Better Financial Plan
    S. R.
    Executive Assistant
    Apr 23, 2025

Frequently Asked Questions

What is A Better Financial Plan known for?

Minus sign iconPlus sign icon
A Better Financial Plan was founded in 2004 and operates in the Investment Management industry. You can contact A Better Financial Plan's main corporate office by phone at . Explore A Better Financial Plan's company overview page for more information.

What is A Better Financial Plan's most common email format?

Minus sign iconPlus sign icon
A Better Financial Plan employees' email format typically follows the pattern of First@abetterfinancialplan.com. Trying to find reliable and up-to-date employee contact data? Find more A Better Financial Plan email formats with LeadIQ.

How many employees does A Better Financial Plan have currently?

Minus sign iconPlus sign icon
A Better Financial Plan has approximately 2 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are A Better Financial Plan's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, A Better Financial Plan's key employees include:

  • Director: S. T.
  • Business Development: J. N.
  • Executive Assistant: S. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.