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American Financial Planning, Inc. Employee Directory

Financial ServicesVirginia, United States2-10 Employees

American Financial Planning, Inc. is a fee-only financial planning firm based in downtown Roanoke, Virginia, with about sixteen years in business. It operates on a principle of charging fees rather than earning commissions, aiming to keep recommendations aligned with clients’ interests under a fiduciary standard. The planning process begins by clarifying life goals and reviewing a client’s overall financial picture, then producing an action plan that covers investments, retirement, taxes, insurance, and estate planning, with assistance to implement the plan.

The firm serves individuals seeking comprehensive, impartial guidance to coordinate all aspects of their finances. It positions itself in the financial services industry as an independent alternative to commission-based models and offers a complimentary introductory meeting to discuss services.

Find American Financial Planning, Inc. employees' phone numbers or email addresses

American Financial Planning, Inc. Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

American Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    M. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. Y.
    Business Development Consultant
    Phone icon
    Mobile Phone

American Financial Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from American Financial Planning, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesVirginia
    Apr 16, 2026
  • Stylized image of a person
    J. Y.
    Business Development Consultant
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is American Financial Planning, Inc. known for?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc. was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 358 Campbell Avenue Southwest Roanoke, Virginia 24016 United States. Explore American Financial Planning, Inc.'s company overview page for more information.

What is American Financial Planning, Inc.'s most common email format?

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

How many employees does American Financial Planning, Inc. have currently?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc. has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are American Financial Planning, Inc.'s key employees and leadership?

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As of May 2026, American Financial Planning, Inc.'s key employees include:

  • Financial Advisor: M. C.
  • Business Development Consultant: J. Y.

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