What departments does Leading Edge Financial Planning have?

Leading Edge Financial Planning has employees across 2 departments including Finance, Operations.

What is the largest department at Leading Edge Financial Planning?

The largest department at Leading Edge Financial Planning is Finance with 4 employees.

Where are Leading Edge Financial Planning employees located globally?

Leading Edge Financial Planning has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Leading Edge Financial Planning's team size changed over time?

Leading Edge Financial Planning's team has grown from approximately 10 to 14 employees based on available data.

Leading Edge Financial Planning Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Leading Edge Financial Planning is a financial services firm based in Knoxville, Tennessee. It emphasizes building lasting, authentic relationships with clients, underpinned by trust and independent advice that aims to serve clients' best interests. By helping families navigate the financial markets, the firm seeks to reduce complexity and support personal financial freedom.

Positioned as an industry leader, the company delivers service that reflects high competence and professional standards. Its client base comprises families seeking clear, trustworthy guidance for financial planning and investment decisions.

Leading Edge Financial Planning Global Highlights

North America
13

United States Of America
13

Africa
1

South Africa
1

Leading Edge Financial Planning's Leadership

K. G.
Cfo And Lead Financial Planner
Mobile Phone
Email
L. R.
Chief Operating Officer
Mobile Phone
Email
C. M.
Financial Planner And Investment Advisor, Co-Founder And Principal
Mobile Phone
Email
L. N.
Owner
Mobile Phone
Email
M. C.
Financial Planner
Mobile Phone
Email
Z. P.
Paraplanner
Mobile Phone
Email
B. W.
Paraplanner
Mobile Phone
Email
J. R.
Financial Planner
Mobile Phone
Email

Leading Edge Financial Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Finance

Contact profiles from Leading Edge Financial Planning

Name

Title

Contact Info

Location

Last Update

C. M.
Financial Planner And Investment Advisor, Co-Founder And Principal
Mobile Phone
Email
United StatesTennessee
Apr 14, 2026
K. G.
Cfo And Lead Financial Planner
Mobile Phone
Email
United StatesTennessee
May 31, 2026
L. R.
Chief Operating Officer
Mobile Phone
Email
Jun 25, 2026
L. N.
Owner
Mobile Phone
Email
United StatesUtah
Mar 24, 2026
M. C.
Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
Z. P.
Paraplanner
Mobile Phone
Email
United StatesKentucky
May 29, 2026
B. W.
Paraplanner
Mobile Phone
Email
United StatesTennessee
Apr 17, 2026
J. R.
Financial Planner
Mobile Phone
Email
United StatesTennessee
Jun 08, 2026
M. F.
Miss Marilyn Fischer
Mobile Phone
Email
South AfricaWestern Cape
Jun 02, 2026

Frequently Asked Questions

What is Leading Edge Financial Planning known for?

Leading Edge Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 6921 Office Park Circle Knoxville, Tennessee 37909 United States. Explore Leading Edge Financial Planning's company overview page for more information.

What is Leading Edge Financial Planning's most common email format?

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

How many employees does Leading Edge Financial Planning have currently?

Leading Edge Financial Planning has approximately 14 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Leading Edge Financial Planning's key employees and leadership?

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

Cfo And Lead Financial Planner: K. G.
Chief Operating Officer: L. R.
Financial Planner And Investment Advisor, Co-Founder And Principal: C. M.
Owner: L. N.
Financial Planner: M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Leading Edge Financial Planning Employee Directory

Find Leading Edge Financial Planning employees' phone numbers or email addresses

Name search is limited — try advanced search instead