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Guidant Planning, Inc. Employee Directory

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.

Find Guidant Planning, Inc. employees' phone numbers or email addresses

Guidant Planning, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Guidant Planning, Inc.'s Leadership

  • Stylized image of a person
    J. D.
    Branch Operations Manager
    Phone icon
    Mobile Phone

Guidant Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Banking

Contact profiles from Guidant Planning, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D.
    Branch Operations Manager
    Phone icon
    Mobile Phone
    Nov 26, 2025

Frequently Asked Questions

What is Guidant Planning, Inc. known for?

Minus sign iconPlus sign iconGuidant Planning, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1499 Huntington Drive Suite 303 South Pasadena, California United States; you can contact the main corporate office by phone at
+1-626-396-****
. Explore Guidant Planning, Inc.'s company overview page for more information.

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

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

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

Minus sign iconPlus sign iconGuidant Planning, Inc. has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Guidant Planning, Inc.'s key employees and leadership?

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As of July 2026, Guidant Planning, Inc.'s key employees include:

  • Branch Operations Manager: J. D.

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