Life Planning Partners Inc Employee Directory

Q: What is Life Planning Partners Inc known for?

Life Planning Partners Inc was founded in 2004. Life Planning Partners Inc operates in the Financial Services industry.

Q: How many employees does Life Planning Partners Inc have currently?

Life Planning Partners Inc has approximately 7 employees.

Financial ServicesFlorida, United States2-10 Employees

Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER™ professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.

Find Life Planning Partners Inc employees' phone numbers or email addresses

Life Planning Partners Inc Global Highlights

North America
10

United States Of America
10

Life Planning Partners Inc's Leadership

C. M.
Founder
Mobile Phone
Email
B. L.
Investment Manager
Mobile Phone
Email
T. M.
Certified Financial Planner
Mobile Phone
Email
C. W.
Associate Planner
Mobile Phone
Email
K. H.
Paraplanner Intern
Mobile Phone
Email
C. L.
Administrative Assistant
Mobile Phone
Email
V. T.
Administrative Assistant
Mobile Phone
Email

Contact profiles from Life Planning Partners Inc

Name

Title

Contact Info

Location

Last Update

C. M.
Founder
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
B. L.
Investment Manager
Mobile Phone
Email
May 20, 2025
T. M.
Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Sep 09, 2025
C. W.
Associate Planner
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
K. H.
Paraplanner Intern
Mobile Phone
Email
United StatesFlorida
Aug 07, 2025
C. L.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Nov 14, 2025
V. T.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025

Frequently Asked Questions

What is Life Planning Partners Inc known for?

Life Planning Partners Inc was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 6550 Street Augustine Road, Suite 302. Explore Life Planning Partners Inc's company overview page for more information.

What is Life Planning Partners Inc's most common email format?

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

How many employees does Life Planning Partners Inc have currently?

Life Planning Partners Inc has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Life Planning Partners Inc's key employees and leadership?

As of December 2025, Life Planning Partners Inc's key employees include:

Founder: C. M.
Investment Manager: B. L.
Certified Financial Planner: T. M.
Associate Planner: C. W.
Paraplanner Intern: K. H.

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