Legacy Planning Alliance, Inc. logo

Legacy Planning Alliance, Inc. Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Legacy Planning Alliance, Inc. operates in the financial services sector, focused on providing investment management and advice for affluent investors. The firm emphasizes individualized asset allocation and ongoing monitoring, aiming to tailor solutions beyond a one-size-fits-all approach and to prioritize clients’ interests over larger industry agendas. Based in Virginia Beach, Virginia, the company appears to serve a qualified client base seeking personalized, value-added strategies within a professional, small-team setting.

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

Legacy Planning Alliance, Inc. Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Legacy Planning Alliance, Inc.'s Leadership

  • Stylized image of a person
    A. J. C.
    President
  • Stylized image of a person
    H. P.
    Executive Assistant

Legacy Planning Alliance, Inc. Employee Metrics

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

Contact profiles from Legacy Planning Alliance, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. J. C.
    President
    Oct 18, 2024
  • Stylized image of a person
    H. P.
    Executive Assistant
    Jul 31, 2026

Frequently Asked Questions

What is Legacy Planning Alliance, Inc. known for?

Minus sign iconPlus sign icon
Legacy Planning Alliance, Inc. was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Legacy Planning Alliance, Inc.'s company overview page for more information.

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

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

How many employees does Legacy Planning Alliance, Inc. have currently?

Minus sign iconPlus sign icon
Legacy Planning Alliance, Inc. has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President: A. J. C.
  • Executive Assistant: H. P.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.