MainStreet Financial Planning, Inc. Employee Directory

Q: What is MainStreet Financial Planning, Inc. known for?

MainStreet Financial Planning, Inc. was founded in 2002. MainStreet Financial Planning, Inc. operates in the Financial Services industry.

Financial ServicesCalifornia, United States2-10 Employees

MainStreet Financial Planning, Inc. is an independent, fee-only financial planning firm was founded in 2002.  We passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. At MainStreet, our mission is to empower our clients to make smart financial decisions. Go to www.MainStreetPlanning.com to learn more.

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

MainStreet Financial Planning, Inc. Global Highlights

North America
9

United States Of America
9

MainStreet Financial Planning, Inc.'s Leadership

K. H.
Client Relations Manager At Mainstreet Financial Planning, Inc
Mobile Phone
Email
K. I.
Paraplanner
Mobile Phone
Email
K. E.
Financial Advisor
Mobile Phone
Email
M. O. M.
Paraplanner
Mobile Phone
Email

MainStreet Financial Planning, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from MainStreet Financial Planning, Inc.

Name

Title

Contact Info

Location

Last Update

K. H.
Client Relations Manager At Mainstreet Financial Planning, Inc
Mobile Phone
Email
United StatesMaryland
Jan 30, 2026
K. I.
Paraplanner
Mobile Phone
Email
United StatesKentucky
Jan 29, 2026
K. E.
Financial Advisor
Mobile Phone
Email
United StatesTennessee
Jan 29, 2026
M. O. M.
Paraplanner
Mobile Phone
Email
United StatesNew York
Jan 29, 2026

Frequently Asked Questions

What is MainStreet Financial Planning, Inc. known for?

MainStreet Financial Planning, Inc. was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 236 North Santa Cruz Avenue Suite 106-b Los Gatos, California 95030 United States; you can contact the main corporate office by phone at

+1-415-562-****

. Explore MainStreet Financial Planning, Inc.'s company overview page for more information.

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

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

How many employees does MainStreet Financial Planning, Inc. have currently?

MainStreet Financial Planning, Inc. has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, MainStreet Financial Planning, Inc.'s key employees include:

Client Relations Manager At Mainstreet Financial Planning, Inc: K. H.
Paraplanner: K. I.
Financial Advisor: K. E.
Paraplanner: M. O. M.

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