What departments does Alpha Planning have?

Alpha Planning has employees across 1 departments including Administrative.

What is the largest department at Alpha Planning?

The largest department at Alpha Planning is Administrative with 1 employees.

Where are Alpha Planning employees located globally?

Alpha Planning has employees across 1 continents and 1 countries including United States Of America.

How has Alpha Planning's team size changed over time?

Alpha Planning's team has grown from approximately 6 to 7 employees based on available data.

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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.

Alpha Planning Global Highlights

North America
9

United States Of America
9

Alpha Planning's Leadership

J. C.
Principal
Mobile Phone
Email
W. L.
Executive Administrator
Mobile Phone
Email

Alpha Planning Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Alpha Planning

Name

Title

Contact Info

Location

Last Update

J. C.
Principal
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
W. L.
Executive Administrator
Mobile Phone
Email
May 30, 2026

Frequently Asked Questions

What is Alpha Planning known for?

Alpha Planning was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 31005 Bainbridge Road Suite 6 Solon, Ohio 44139 United States; 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?

Alpha 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?

Alpha Planning has approximately 6 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Alpha Planning's key employees and leadership?

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

Principal: J. C.
Executive Administrator: W. L.

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Alpha Planning Employee Directory

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