Continuum Planning Partners

Continuum Planning Partners Employee Directory

Financial ServicesUnited States11-50 Employees

Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We’ll show you the steps to meet your goals and help you execute them.

We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed. As your “financial offensive coordinator” we help align your plan, gain clarity, and see the big picture of your financial future.

Disclosures and licensing: https://cppadvisors.com/licenses/

Find Continuum Planning Partners employees' phone numbers or email addresses

Continuum Planning Partners Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Continuum Planning Partners's Leadership

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

Contact profiles from Continuum Planning Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. J.
    Client Services
    Phone icon
    United StatesTennessee
    Nov 14, 2024
  • Stylized image of a person
    L. J.
    Financial Planner
    Phone icon
    United StatesArkansas
    Oct 21, 2025
  • Stylized image of a person
    A. W.
    Client Relations Specialist
    Phone icon
    United StatesTennessee
    Oct 10, 2025
  • Stylized image of a person
    H. B.
    Planning Coordinator
    Phone icon
    Oct 10, 2025
  • Stylized image of a person
    B. L.
    Financial Planner
    Phone icon
    United StatesTennessee
    Apr 25, 2025
  • Stylized image of a person
    B. F.
    Financial Planner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. B.
    Advisor
    Phone icon
    United StatesMississippi
    Oct 22, 2024
  • Stylized image of a person
    J. L.
    Financial Planner
    Phone icon
    United StatesTennessee
    Apr 26, 2025
  • Stylized image of a person
    R. H.
    Financial Planner
    Phone icon
    United StatesTennessee
    Oct 10, 2025
  • Stylized image of a person
    R. H.
    Financial Planner
    Phone icon
    Aug 01, 2024

Frequently Asked Questions

What is Continuum Planning Partners known for?

Minus sign iconPlus sign icon
Continuum 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, TN 37027, US; you can contact the main corporate office by phone at . 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 icon
Continuum 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 icon
Continuum Planning Partners has approximately 20 employees as of October 2025. 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 October 2025, 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.
  • Firm Client Relationship Manager: M. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.