Focus Planning Group, LLC Employee Directory

Q: What is Focus Planning Group, LLC known for?

Focus Planning Group, LLC was founded in 2002. Focus Planning Group, LLC operates in the Financial Services industry.

Q: How many employees does Focus Planning Group, LLC have currently?

Focus Planning Group, LLC has approximately 2 employees.

Financial ServicesNew York, United States2-10 Employees

We provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement.

We Believe Everyone Deserves Unbiased, Fair Advice.

Our firm is structured differently than most other financial planning firms. We want to make it easy, simple, and enjoyable to work with. We take important, emotionally draining, complicated retirement planning topics and break them down into simple, actionable steps.

While teaching you how to spend your money safely and tax-efficiently in retirement and leave a legacy.

How do we do this?

“Elegant Simplicity”

Our Independence Is Your Advantage
Focus Planning Group is a Registered Investment Advisor, and we are obligated to adhere to a fiduciary standard. We have no broker-dealer affiliations or work for a big company, i.e., bank or brokerage firm.

Simply put, we must act in your best interest.

You may ask, “Wait a minute, isn’t every firm/advisor supposed to do that?” It may sound crazy, I agree, but not every firm is obligated to act in your best interest.

Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.

Find Focus Planning Group, LLC employees' phone numbers or email addresses

Focus Planning Group, LLC Global Highlights

North America
4

United States Of America
4

Focus Planning Group, LLC's Leadership

J. C.
Founder And Financial Planner
Mobile Phone
Email
J. C.
Insurance Advisor And Partner
Mobile Phone
Email

Contact profiles from Focus Planning Group, LLC

Name

Title

Contact Info

Location

Last Update

J. C.
Founder And Financial Planner
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
J. C.
Insurance Advisor And Partner
Mobile Phone
Email
United StatesNew York
Sep 12, 2025

Frequently Asked Questions

What is Focus Planning Group, LLC known for?

Focus Planning Group, LLC was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-631-714-****

. Explore Focus Planning Group, LLC's company overview page for more information.

What is Focus Planning Group, LLC's most common email format?

Focus Planning Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Focus Planning Group, LLC email formats with LeadIQ.

How many employees does Focus Planning Group, LLC have currently?

Focus Planning Group, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Focus Planning Group, LLC's key employees and leadership?

As of December 2025, Focus Planning Group, LLC's key employees include:

Founder And Financial Planner: J. C.
Insurance Advisor And Partner: J. C.

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