Insights

Niche Focus Guidant Planning specializes in holistic financial planning for retirees and clients in the San Gabriel Valley, indicating an opportunity to offer complementary planning tools, succession solutions, or targeted retirement investment services.

Growth Potential With an estimated revenue of 10 to 25 million dollars and a lean team of 2 to 10 employees, Guidant Planning may benefit from scalable financial technology platforms and digital marketing solutions to expand its client base efficiently.

Technology Stack The company's use of advanced web security and client engagement tools such as Cloudflare and FMG Suite suggests openness to innovative tech integrations, presenting opportunities to introduce next-generation CRM, client portals, or AI-based advisory tools.

Market Positioning Operating alongside large firms with thousands of employees, Guidant Planning could leverage unique personalized service offerings and niche market expertise to differentiate itself and attract high-net-worth retirees seeking tailored advice.

Partnership Opportunities As an independent firm affiliated with United Planners, there is potential for partnership development with asset managers, fintech providers, or estate planning services, enhancing service depth and driving new client acquisitions.

Guidant Planning, Inc. Tech Stack

Guidant Planning, Inc. uses 8 technology products and services including Cloudflare CDN, Cloudflare, FMG Suite, and more. Explore Guidant Planning, Inc.'s tech stack below.

Cloudflare CDN

Content Delivery Network

Cloudflare

Content Management System

FMG Suite

Content Marketing

JSON-LD

Javascript Frameworks

Lightbox

Javascript Libraries

Modernizr

Javascript Libraries

Google Maps

Maps

Google Analytics

Web Analytics

Guidant Planning, Inc. Email Formats	Example	Percentage
First@guidantplanning.com	John@guidantplanning.com	50%
First.Last@guidantplanning.com	John.Doe@guidantplanning.com	50%

Guidant Planning, Inc. Email Formats

Example

Percentage

First@guidantplanning.com

John@guidantplanning.com

50%

First.Last@guidantplanning.com

John.Doe@guidantplanning.com

50%

Frequently Asked Questions

Where is Guidant Planning, Inc.'s headquarters located?

Guidant Planning, Inc.'s main headquarters is located at 1499 Huntington Drive Suite 303 South Pasadena, California United States. The company has employees across 1 continents, including North America.

What is Guidant Planning, Inc.'s phone number?

You can contact Guidant Planning, Inc.'s main corporate office by phone at

+1-626-396-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guidant Planning, Inc.'s official website and social media links?

Guidant Planning, Inc.'s official website is guidantplanning.com and has social profiles on LinkedIn.

What is Guidant Planning, Inc.'s NAICS code?

Guidant Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Guidant Planning, Inc. have currently?

As of July 2026, Guidant Planning, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Branch Operations Manager: J. D.. Explore Guidant Planning, Inc.'s employee directory with LeadIQ.

What industry does Guidant Planning, Inc. belong to?

Guidant Planning, Inc. operates in the Financial Services industry.

What technology does Guidant Planning, Inc. use?

Guidant Planning, Inc.'s tech stack includes Cloudflare CDNCloudflareFMG SuiteJSON-LDLightboxModernizrGoogle MapsGoogle Analytics.

What is Guidant Planning, Inc.'s email format?

Guidant Planning, Inc.'s email format typically follows the pattern of First@guidantplanning.com. Find more Guidant Planning, Inc. email formats with LeadIQ.

When was Guidant Planning, Inc. founded?

Guidant Planning, Inc. was founded in 2001.

Guidant Planning, Inc.

Q: How many employees does Guidant Planning, Inc. have currently?

Guidant Planning, Inc. has approximately 5 employees.

Q: What technology does Guidant Planning, Inc. use?

Guidant Planning, Inc.'s tech stack includes Google Maps, Google Search Console, Sophos, Mailgun, Lightbox.

Q: What is Guidant Planning, Inc.'s NAICS code?

Guidant Planning, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Guidant Planning, Inc. operates in the financial services sector, providing comprehensive financial planning with a focus on holistic outcomes. The firm emphasizes understanding clients beyond their investments and finances to develop a plan that aligns with personal and financial goals. Based in South Pasadena, California, Guidant Planning appears to serve individuals seeking retirement planning guidance through a practitioner-led approach anchored by longtime experience in the San Gabriel Valley.

The company positions its advisory services as a collaborative effort with securities and advisory services offered through United Planners Financial Services of America, highlighting an independent relationship between Guidant Planning and United Planners. With a small professional team, the firm concentrates on retirement planning and holistic financial planning under a framework that integrates client objectives with financial strategy.

Insights

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