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Fi Plan Partners, LLC Employee Directory

Financial ServicesAlabama, United States11-50 Employees

Fi Plan Partners, LLC operates in the financial services sector and provides personalized financial planning through its Your Financial House framework. The firm constructs a tailored Financial Blueprint for clients, with aims to reduce anxiety, leverage individual strengths, and increase financial understanding, while maintaining regular communication about portfolios and market developments. Based in Birmingham, Alabama, the company serves clients through a collaborative team approach, emphasizing ongoing engagement and education to address client concerns about the unknown. The organization, associated with LPL Financial for securities and advisory services, presents itself as a client-centric firm focused on customized planning within the broader wealth management industry.

Find Fi Plan Partners, LLC employees' phone numbers or email addresses

Fi Plan Partners, LLC Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Fi Plan Partners, LLC's Leadership

  • Company Owner at Fi Plan Partners, LLC
    A. L.
    Company Owner
    Mobile Phone
  • Owner at Fi Plan Partners, LLC
    K. E.
    Owner
    Mobile Phone
  • Vice President; Financial Planning Manager at Fi Plan Partners, LLC
    J. H. C. C. P.
    Vice President; Financial Planning Manager
    Mobile Phone
  • Director, The Ferraro Group Reno at Fi Plan Partners, LLC
    L. C.
    Director, The Ferraro Group Reno
    Mobile Phone
  • Cofounder at Fi Plan Partners, LLC
    D. K.
    Cofounder
    Mobile Phone
  • Svp, Financial Planning And Wealth Consultant at Fi Plan Partners, LLC
    M. H.
    Svp, Financial Planning And Wealth Consultant
    Mobile Phone

Fi Plan Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Fi Plan Partners, LLC

Name
Title
Contact
Location
Last Update
  • Company Owner at Fi Plan Partners, LLC
    A. L.
    Company Owner
    Mobile Phone
    Oct 23, 2024
  • Owner at Fi Plan Partners, LLC
    K. E.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Vice President; Financial Planning Manager at Fi Plan Partners, LLC
    J. H. C. C. P.
    Vice President; Financial Planning Manager
    Mobile Phone
    Aug 06, 2024
  • Director, The Ferraro Group Reno at Fi Plan Partners, LLC
    L. C.
    Director, The Ferraro Group Reno
    Mobile Phone
    Oct 22, 2024
  • Cofounder at Fi Plan Partners, LLC
    D. K.
    Cofounder
    Mobile Phone
    Oct 16, 2024
  • Svp, Financial Planning And Wealth Consultant at Fi Plan Partners, LLC
    M. H.
    Svp, Financial Planning And Wealth Consultant
    Mobile Phone
    Aug 23, 2026

Frequently Asked Questions

What is Fi Plan Partners, LLC known for?

Minus sign iconPlus sign iconFi Plan Partners, LLC was founded in 2005 and operates in the Financial Services industry. You can contact Fi Plan Partners, LLC's main corporate office by phone at
+1-205-989-****
. Explore Fi Plan Partners, LLC's company overview page for more information.

What is Fi Plan Partners, LLC's most common email format?

Minus sign iconPlus sign iconFi Plan Partners, LLC employees' email format typically follows the pattern of FLast@fiplanpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Fi Plan Partners, LLC email formats with LeadIQ.

How many employees does Fi Plan Partners, LLC have currently?

Minus sign iconPlus sign iconFi Plan Partners, LLC has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Fi Plan Partners, LLC's key employees and leadership?

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As of August 2026, Fi Plan Partners, LLC's key employees include:

  • Company Owner: A. L.
  • Owner: K. E.
  • Vice President; Financial Planning Manager: J. H. C. C. P.
  • Director, The Ferraro Group Reno: L. C.
  • Cofounder: D. K.

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