What departments does Boom Planning have?

Boom Planning has employees across 2 departments including Finance, Entrepreneurship.

What is the largest department at Boom Planning?

The largest department at Boom Planning is Finance with 1 employees.

Where are Boom Planning employees located globally?

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

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

Boom Planning's team has remained stable from approximately 17 to 17 employees based on available data.

Boom Planning Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Boom Planning operates in financial services, offering insurance and financial services under the Boom Planning/Canvas Financial brand and securities and investment advisory services through Ameritas Investment Company and Ameritas Advisory Services. The firm focuses on helping clients organize their finances and plan for the future, aiming to support positive changes in their lives and to extend its reach to members of the community and charitable organizations. The company is based in San Francisco, California, and has a small to mid-sized team.

Access to its products and services is limited to states where its representatives are registered, and it notes that the arrangement is not an offer of securities in any jurisdiction and that clients should request and read a prospectus before investing. Ameritas Investment Company and Ameritas Advisory Services operate separately and are not affiliated with Boom Planning/Canvas Financial; their representatives do not provide tax or legal advice.

Boom Planning Global Highlights

North America
20

United States Of America
20

Boom Planning's Leadership

L. I.
Chief Executive Officer
Mobile Phone
Email
A. B.
Owner And Financial Advisor
Mobile Phone
Email

Boom Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other
Support

Contact profiles from Boom Planning

Name

Title

Contact

Location

Last Update

A. B.
Owner And Financial Advisor
Mobile Phone
Email
Jun 28, 2026
L. I.
Chief Executive Officer
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Boom Planning known for?

Boom Planning operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-364-****

. Explore Boom Planning's company overview page for more information.

What is Boom Planning's most common email format?

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

How many employees does Boom Planning have currently?

Boom Planning has approximately 18 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Boom Planning's key employees and leadership?

As of August 2026, Boom Planning's key employees include:

Chief Executive Officer: L. I.
Owner And Financial Advisor: A. B.

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Boom Planning Employee Directory

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