Collie Financial Planning, Inc. Employee Directory

Q: What is Collie Financial Planning, Inc. known for?

Collie Financial Planning, Inc. was founded in 2005. Collie Financial Planning, Inc. operates in the Investment Management industry.

Investment ManagementNorth Carolina, United States2-10 Employees

Collie Financial Planning, Inc. is a Fee-Only investment management and financial planning firm with offices in Asheville and Black Mountain, NC.  As of 2016, Collie Financial Planning serves over 100 individual clients across the southeast, from Florida to West Virginia, while most clients reside in Western North Carolina.  The firm manages roughly $40 million for these clients.  Collie Financial Planning also offers Fiduciary advisory and management services to company retirement plans.

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

Collie Financial Planning, Inc. Global Highlights

North America
2

United States Of America
2

Collie Financial Planning, Inc.'s Leadership

C. M. C.
Null
Mobile Phone
Email
M. C.
Certified Financial Planner(tm), Accredited Investment Fiduciary(tm)
Mobile Phone
Email

Contact profiles from Collie Financial Planning, Inc.

Name

Title

Contact Info

Location

Last Update

C. M. C.
Null
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. C.
Certified Financial Planner(tm), Accredited Investment Fiduciary(tm)
Mobile Phone
Email
United StatesNorth Carolina
Nov 12, 2025

Frequently Asked Questions

What is Collie Financial Planning, Inc. known for?

Collie 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?

Collie 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?

Collie Financial Planning, Inc. has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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