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Financial Independence Planning, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Financial Independence Planning, LLC is a financial services firm based in Conshohocken, Pennsylvania, serving individuals, families, and businesses in the Tri-State area. With three decades of experience, it provides personalized wealth management and strategic planning aimed at achieving financial independence. Its team-based approach combines in-house CPAs and estate attorneys to develop a comprehensive financial strategy. The firm uses an eight-step framework to organize assets, income, and expenses into a tailored plan. Securities are offered through Cetera Wealth Services LLC, and investment advisory services are provided through CWM, LLC and Cetera Investment Advisers LLC. Headquartered in Conshohocken, the firm emphasizes durable client relationships built through referrals, educational seminars, and events, aiming to deliver a smooth client experience via a dedicated service team.

Find Financial Independence Planning, LLC employees' phone numbers or email addresses

Financial Independence Planning, LLC Global Highlights

Location
Employees

North America
45

Minus sign iconPlus sign icon
  • United States Of America
    45

Financial Independence Planning, LLC's Leadership

  • Ceo And Senior Financial Advisor, Financial Independence Planning, Llc at Financial Independence Planning, LLC
    H. E. K.
    Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
    Mobile Phone
  • Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc at Financial Independence Planning, LLC
    H. E. K. C. C. C.
    Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc
    Mobile Phone
  • President at Financial Independence Planning, LLC
    M. G.
    President
    Mobile Phone
  • Partner at Financial Independence Planning, LLC
    G. K.
    Partner
    Mobile Phone
  • Office Manager at Financial Independence Planning, LLC
    D. T.
    Office Manager
    Mobile Phone
  • Senior Client Service Associate at Financial Independence Planning, LLC
    C. R.
    Senior Client Service Associate
    Mobile Phone
  • Client Service Associate at Financial Independence Planning, LLC
    K. A.
    Client Service Associate
    Mobile Phone
  • Client Services Assistant at Financial Independence Planning, LLC
    N. D.
    Client Services Assistant
    Mobile Phone

Financial Independence Planning, LLC Employee Metrics

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

Contact profiles from Financial Independence Planning, LLC

Name
Title
Contact
Location
Last Update
  • Ceo And Senior Financial Advisor, Financial Independence Planning, Llc at Financial Independence Planning, LLC
    H. E. K.
    Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
    Mobile Phone
    Aug 02, 2026
  • Partner at Financial Independence Planning, LLC
    G. K.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc at Financial Independence Planning, LLC
    H. E. K. C. C. C.
    Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc
    Mobile Phone
    Apr 11, 2024
  • President at Financial Independence Planning, LLC
    M. G.
    President
    Mobile Phone
    Oct 22, 2024
  • Office Manager at Financial Independence Planning, LLC
    D. T.
    Office Manager
    Mobile Phone
    Sep 15, 2026
  • Senior Client Service Associate at Financial Independence Planning, LLC
    C. R.
    Senior Client Service Associate
    Mobile Phone
    May 30, 2026
  • Client Service Associate at Financial Independence Planning, LLC
    K. A.
    Client Service Associate
    Mobile Phone
    Oct 23, 2024
  • Client Services Assistant at Financial Independence Planning, LLC
    N. D.
    Client Services Assistant
    Mobile Phone
    Oct 21, 2024
  • Insurance Agent at Financial Independence Planning, LLC
    R. N.
    Insurance Agent
    Mobile Phone
    Jun 08, 2026
  • Agent at Financial Independence Planning, LLC
    R. M. I.
    Agent
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Financial Independence Planning, LLC known for?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC was founded in 1995 and operates in the Financial Services industry. You can contact Financial Independence Planning, LLC's main corporate office by phone at
+1-610-825-****
. Explore Financial Independence Planning, LLC's company overview page for more information.

What is Financial Independence Planning, LLC's most common email format?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC employees' email format typically follows the pattern of First@myfipadvisor.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Independence Planning, LLC email formats with LeadIQ.

How many employees does Financial Independence Planning, LLC have currently?

Minus sign iconPlus sign iconFinancial Independence Planning, LLC has approximately 20 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Financial Independence Planning, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Financial Independence Planning, LLC's key employees include:

  • Ceo And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K.
  • Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K. C. C. C.
  • President: M. G.
  • Partner: G. K.
  • Office Manager: D. T.

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