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Financial Plan, Inc. Employee Directory

Financial ServicesWashington, United States11-50 Employees

Financial Plan, Inc. is a fee-only Registered Investment Advisor based in Bellingham, Washington. The firm delivers wealth management services such as asset management, risk management, retirement planning, tax planning, and estate planning through planners who all hold the CFP designation. It focuses on creating comprehensive, objective financial plans tailored to each client’s unique financial situation. 

In the financial services industry, the company operates as a fee-only advisory practice, providing guidance that is not tied to commissions. Based in the Bellingham area, it serves clients with a small to mid-sized team dedicated to personalized planning.

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

Financial Plan, Inc. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Financial Plan, Inc.'s Leadership

  • Stylized image of a person
    A. Z. C.
    Associate Advisor
    Mobile Phone
  • Stylized image of a person
    K. M.
    Associate Advisor
    Mobile Phone

Financial Plan, Inc. Employee Metrics

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

Contact profiles from Financial Plan, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. Z. C.
    Associate Advisor
    Mobile Phone
    Jul 26, 2024
  • Stylized image of a person
    K. M.
    Associate Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Financial Plan, Inc. known for?

Minus sign iconPlus sign iconFinancial Plan, Inc. was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-360-714-****
. Explore Financial Plan, Inc.'s company overview page for more information.

What is Financial Plan, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Plan, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Plan, Inc. email formats with LeadIQ.

How many employees does Financial Plan, Inc. have currently?

Minus sign iconPlus sign iconFinancial Plan, Inc. has approximately 19 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Financial Plan, Inc.'s key employees include:

  • Associate Advisor: A. Z. C.
  • Associate Advisor: K. M.

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