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Continuum Planning Partners Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Continuum Planning Partners operates in financial services, guiding clients with complex portfolios toward a cohesive plan. It helps align goals with actionable steps and supports execution, adopting a coordinator-like role to clarify the big picture of a client's financial future. The approach emphasizes breaking tasks into prioritized steps to help clients progress without feeling overwhelmed.

The company is based in Brentwood, Tennessee, and operates with a small to mid-sized team. Disclosures and licensing information are available on its website, cppadvisors.com, facilitating transparent practices.

Find Continuum Planning Partners employees' phone numbers or email addresses

Continuum Planning Partners Global Highlights

Location
Employees

North America
36

Minus sign iconPlus sign icon
  • United States Of America
    36

Continuum Planning Partners's Leadership

  • Stylized image of a person
    A. F.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Chfc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Director Of Cultural Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Practice Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. H.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Operations Manager
    Phone icon
    Mobile Phone

Continuum Planning Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from Continuum Planning Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. J.
    Client Services
    Phone icon
    Mobile Phone
    United StatesTennessee
    Dec 02, 2024
  • Stylized image of a person
    A. W.
    Client Relations Specialist
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 01, 2026
  • Stylized image of a person
    H. B.
    Planning Coordinator
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    B. L.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesTennessee
    Apr 25, 2025
  • Stylized image of a person
    B. F.
    Financial Planner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. B.
    Advisor
    Phone icon
    Mobile Phone
    United StatesMississippi
    Oct 22, 2024
  • Stylized image of a person
    J. L.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesTennessee
    Apr 26, 2025
  • Stylized image of a person
    R. H.
    Financial Planner
    Phone icon
    Mobile Phone
    Aug 01, 2024
  • Stylized image of a person
    M. R.
    Firm Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesTennessee
    Oct 10, 2025
  • Stylized image of a person
    E. C.
    Client Services Specialist & Business Manager
    Phone icon
    Mobile Phone
    Feb 18, 2026

Frequently Asked Questions

What is Continuum Planning Partners known for?

Minus sign iconPlus sign iconContinuum Planning Partners was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 12 Cadillac Drive Suite 440 Brentwood, Tennessee 37027 United States; you can contact the main corporate office by phone at
+1-615-309-****
. Explore Continuum Planning Partners's company overview page for more information.

What is Continuum Planning Partners's most common email format?

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

How many employees does Continuum Planning Partners have currently?

Minus sign iconPlus sign iconContinuum Planning Partners has approximately 20 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Continuum Planning Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Continuum Planning Partners's key employees include:

  • Managing Partner: A. F.
  • Chfc: C. C.
  • Director Of Cultural Development: A. B.
  • Director Of Operations: S. W.
  • Practice Manager: K. H.

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