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MainStreet Financial Planning, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

MainStreet Financial Planning, Inc. is an independent, fee-only financial planning firm established in 2002 and based in Los Gatos, California. The firm emphasizes accessible financial guidance without product sales or investment management services, aiming to help clients make informed financial decisions. With a small team, it serves individuals seeking planning support across personal financial goals and decisions within the financial services industry. The organization positions itself as a neutral planner focused on providing clear, unbiased guidance in a landscape dominated by larger advisory firms.

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

MainStreet Financial Planning, Inc. Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

MainStreet Financial Planning, Inc.'s Leadership

  • Stylized image of a person
    K. H.
    Client Relations Manager At Mainstreet Financial Planning, Inc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. I.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O. M.
    Paraplanner
    Phone icon
    Mobile Phone

MainStreet Financial Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from MainStreet Financial Planning, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. H.
    Client Relations Manager At Mainstreet Financial Planning, Inc
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 25, 2026
  • Stylized image of a person
    K. I.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesKentucky
    May 28, 2026
  • Stylized image of a person
    K. E.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 28, 2026
  • Stylized image of a person
    M. O. M.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 27, 2026

Frequently Asked Questions

What is MainStreet Financial Planning, Inc. known for?

Minus sign iconPlus sign iconMainStreet 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?

Minus sign iconPlus sign iconMainStreet 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?

Minus sign iconPlus sign iconMainStreet Financial Planning, Inc. has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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