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Independent Financial Planning Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Independent Financial Planning is a financial services firm based in Reston, Virginia, offering a range of advisory services aimed at aligning clients’ financial decisions with their real-life goals. The firm emphasizes helping individuals pursue objectives such as early retirement, education funding, or personal experiences like family sabbaticals, by addressing areas including investment management, retirement planning, estate planning, tax planning, education planning, philanthropic planning, risk management, and company benefits planning. Its target market appears to be individuals seeking structured, goal-oriented financial guidance to enable their lifestyle and future plans. The company operates in a specialized financial planning niche within the broader financial services industry, and it presents itself as a boutique provider focused on translating financial arrangements into tangible life outcomes. Independent Financial Planning is located in Reston, Virginia, and serves clients with a philosophy of integrating financial planning tightly with clients’ real-life ambitions.

Find Independent Financial Planning employees' phone numbers or email addresses

Independent Financial Planning Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    4
  • Canada
    2

Independent Financial Planning's Leadership

  • Stylized image of a person
    P. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B. C.
    Director Of Tax Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. L.
    Financial Advisor
    Phone icon
    Mobile Phone

Independent Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Independent Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. W.
    Owner
    Phone icon
    Mobile Phone
    United StatesVirginia
    May 29, 2026
  • Stylized image of a person
    D. M.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 25, 2026
  • Stylized image of a person
    R. B. C.
    Director Of Tax Planning
    Phone icon
    Mobile Phone
    United StatesVirginia
    Mar 24, 2025
  • Stylized image of a person
    F. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    CanadaBritish Columbia
    Jun 30, 2026

Frequently Asked Questions

What is Independent Financial Planning known for?

Minus sign iconPlus sign iconIndependent Financial Planning was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1930 Isaac Newton Square Suite 205 Reston, Virginia 20190 United States. Explore Independent Financial Planning's company overview page for more information.

What is Independent Financial Planning's most common email format?

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

How many employees does Independent Financial Planning have currently?

Minus sign iconPlus sign iconIndependent Financial Planning has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Independent Financial Planning's key employees and leadership?

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As of June 2026, Independent Financial Planning's key employees include:

  • Owner: P. W.
  • Managing Director: D. M.
  • Director Of Tax Planning: R. B. C.
  • Financial Advisor: F. L.

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