LeadIQ logo
Learn more at LeadIQ.com
Alpha Planning logo

Alpha Planning Employee Directory

Financial ServicesOhio, United States2-10 Employees

Alpha Planning is a financial services firm based in Solon, Ohio, serving the northeast region with a focus on the needs of pre- and post-retirees. Founded in 1993, the firm emphasizes building and maintaining close, trusting relationships with its clients. Advisory services are offered through Alpha Planning as an Investment Adviser registered with the U.S. Securities and Exchange Commission.

As a small practice, it operates with a compact staff serving its regional client base. Its online presence is managed through alphaplanners.com.

Find Alpha Planning employees' phone numbers or email addresses

Alpha Planning Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Alpha Planning's Leadership

  • Stylized image of a person
    W. L.
    Executive Administrator
    Mobile Phone

Alpha Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Alpha Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. L.
    Executive Administrator
    Mobile Phone
    May 30, 2026

Frequently Asked Questions

What is Alpha Planning known for?

Minus sign iconPlus sign iconAlpha Planning was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-440-519-****
. Explore Alpha Planning's company overview page for more information.

What is Alpha Planning's most common email format?

Minus sign iconPlus sign iconAlpha Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alpha Planning email formats with LeadIQ.

How many employees does Alpha Planning have currently?

Minus sign iconPlus sign iconAlpha Planning has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Alpha Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Alpha Planning's key employees include:

  • Executive Administrator: W. L.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.