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Center for Wealth Planning, Inc. Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Center for Wealth Planning, Inc. operates in the financial services sector, offering resources and support to independent financial advisors to help manage and grow client-centered practices. The firm emphasizes economies of scale across wealth management, compliance, technology, and business development, aiming to enhance advisors’ ability to serve clients with objective, professional advice and high-quality service. Its target market includes financial advisors seeking comprehensive support and the clients they assist, such as families and business owners, enabling these advisors to deliver more efficient and scalable financial planning solutions.

Find Center for Wealth Planning, Inc. employees' phone numbers or email addresses

Center for Wealth Planning, Inc. Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Center for Wealth Planning, Inc.'s Leadership

  • Stylized image of a person
    M. W.
    President
    Mobile Phone
  • Stylized image of a person
    A. A.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. B.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    B. G.
    Wealth Consultant, Crps, Aif
    Mobile Phone
  • Stylized image of a person
    W. S.
    Administrative Assistant
    Mobile Phone

Center for Wealth Planning, Inc. Employee Metrics

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

Contact profiles from Center for Wealth Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. W.
    President
    Mobile Phone
    United StatesFlorida
    Mar 24, 2026
  • Stylized image of a person
    A. A.
    Owner
    Mobile Phone
    United StatesNew York
    May 08, 2025
  • Stylized image of a person
    J. B.
    Office Manager
    Mobile Phone
    United StatesMichigan
    Oct 21, 2024
  • Stylized image of a person
    B. G.
    Wealth Consultant, Crps, Aif
    Mobile Phone
    United StatesMichigan
    Jun 25, 2026
  • Stylized image of a person
    W. S.
    Administrative Assistant
    Mobile Phone
    UNITED STATES
    Oct 17, 2024

Frequently Asked Questions

What is Center for Wealth Planning, Inc. known for?

Minus sign iconPlus sign iconCenter for Wealth Planning, Inc. was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-248-498-****
. Explore Center for Wealth Planning, Inc.'s company overview page for more information.

What is Center for Wealth Planning, Inc.'s most common email format?

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

How many employees does Center for Wealth Planning, Inc. have currently?

Minus sign iconPlus sign iconCenter for Wealth Planning, Inc. has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Center for Wealth Planning, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Center for Wealth Planning, Inc.'s key employees include:

  • President: M. W.
  • Owner: A. A.
  • Office Manager: J. B.
  • Wealth Consultant, Crps, Aif: B. G.
  • Administrative Assistant: W. S.

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