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Coats Financial Planning, Inc. Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Coats Financial Planning, Inc. is a financial services firm based in Louisville, Kentucky, focused on providing fee-only financial planning and investment advice. The company emphasizes independent, objective reviews of clients’ financial situations and aims to build long-term relationships through ongoing retainer arrangements. With a team of CFP® professionals, the firm highlights tax planning, retirement strategy, and low-cost, tax-efficient investing as core areas of value, positioning itself as a planner-first practice that seeks to optimize clients’ assets over time while maintaining a long-term investment perspective. The firm serves clients across Kentucky, Indiana, Florida, and multiple other states, reflecting a regional reach beyond its local footprint.

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

Coats Financial Planning, Inc. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Coats Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    Z. C.
    Financial Planner
    Mobile Phone

Coats Financial Planning, Inc. Employee Metrics

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

Contact profiles from Coats Financial Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    Z. C.
    Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Coats Financial Planning, Inc. known for?

Minus sign iconPlus sign iconCoats Financial Planning, Inc. was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-502-426-****
. Explore Coats Financial Planning, Inc.'s company overview page for more information.

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

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

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

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

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

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As of July 2026, Coats Financial Planning, Inc.'s key employees include:

  • Financial Planner: Z. C.

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