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Collie Financial Planning, Inc. Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Collie Financial Planning, Inc. is a fee-only investment management and financial planning firm based in Asheville, North Carolina, with additional offices in Black Mountain. The firm serves individual clients across the southeast, primarily in Western North Carolina, and manages a substantial portion of client assets on their behalf while also providing fiduciary advisory and management services for company retirement plans. Positioned in the investment management industry, it emphasizes objective, client-directed financial guidance and planning that aligns with fiduciary standards. The company operates with a small professional team and serves a diverse client base across several southeastern states. As a regional practice, it locates its services within the Asheville area and surrounding markets to support personal financial planning and retirement plan needs.

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

Collie Financial Planning, Inc. Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Collie Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    C. M. C.
    Null
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Certified Financial Planner(tm), Accredited Investment Fiduciary(tm)
    Phone icon
    Mobile Phone

Collie Financial Planning, Inc. Employee Metrics

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

Contact profiles from Collie Financial Planning, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M. C.
    Null
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. C.
    Certified Financial Planner(tm), Accredited Investment Fiduciary(tm)
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 17, 2026

Frequently Asked Questions

What is Collie Financial Planning, Inc. known for?

Minus sign iconPlus sign iconCollie Financial Planning, Inc. was founded in 2005 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-828-654-****
. Explore Collie Financial Planning, Inc.'s company overview page for more information.

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

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

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

Minus sign iconPlus sign iconCollie Financial Planning, Inc. has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Null: C. M. C.
  • Certified Financial Planner(tm), Accredited Investment Fiduciary(tm): M. C.

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