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Nationwide Planning Associates, Inc. logo

Nationwide Planning Associates, Inc. Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Nationwide Planning Associates, Inc. is a national, full-service financial planning firm and FINRA-regulated broker-dealer in the financial services sector. It serves individuals, institutions, and financial intermediaries, providing advisors with resources, products, tools, and back-office support to help clients pursue their financial goals. The firm emphasizes independence and objectivity, prohibiting the sale of proprietary products and maintaining a platform that offers access to a broad range of products to minimize conflicts of interest. Located in Paramus, New Jersey, it functions as a mid-sized firm with nationwide reach.

All client brokerage assets are held at Pershing LLC, a subsidiary of The Bank of New York Mellon, reflecting a custodial relationship with a major financial institution. This structure supports the firm's objective of delivering unbiased financial planning and investment solutions through its advisor network.

Find Nationwide Planning Associates, Inc. employees' phone numbers or email addresses

Nationwide Planning Associates, Inc. Global Highlights

Location
Employees

North America
89

Minus sign iconPlus sign icon
  • United States Of America
    89

Nationwide Planning Associates, Inc.'s Leadership

  • Vice President Investments-Wealth Manager at Nationwide Planning Associates, Inc.
    J. J. M.
    Vice President Investments-Wealth Manager
    Mobile Phone
  • Managing Director Of Investments at Nationwide Planning Associates, Inc.
    J. B. C.
    Managing Director Of Investments
    Mobile Phone
  • Senior Vice President / Wealth Management at Nationwide Planning Associates, Inc.
    E. P.
    Senior Vice President / Wealth Management
    Mobile Phone
  • Senior Vice President at Nationwide Planning Associates, Inc.
    R. F.
    Senior Vice President
    Mobile Phone
  • Vice President at Nationwide Planning Associates, Inc.
    A. C.
    Vice President
    Mobile Phone
  • Director Of Information Technology at Nationwide Planning Associates, Inc.
    A. M.
    Director Of Information Technology
    Mobile Phone
  • Branch Manager at Nationwide Planning Associates, Inc.
    A. S.
    Branch Manager
    Mobile Phone
  • Financial Advisor / Sales Manager at Nationwide Planning Associates, Inc.
    R. L.
    Financial Advisor / Sales Manager
    Mobile Phone

Nationwide Planning Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Business
  • Entrepreneurship
  • Other
  • Consultant

Contact profiles from Nationwide Planning Associates, Inc.

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Nationwide Planning Associates, Inc.
    G. V.
    Financial Advisor
    Mobile Phone
    Apr 24, 2025
  • Financial Advisor at Nationwide Planning Associates, Inc.
    L. R.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at Nationwide Planning Associates, Inc.
    L. A.
    Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Operations Associate at Nationwide Planning Associates, Inc.
    M. S.
    Operations Associate
    Mobile Phone
    Oct 17, 2024
  • Financial Advisor at Nationwide Planning Associates, Inc.
    M. P.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Nationwide Planning Associates, Inc.
    R. S.
    Financial Advisor
    Mobile Phone
    Puerto Rico
    May 02, 2023
  • Executive at Nationwide Planning Associates, Inc.
    S. D.
    Executive
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Nationwide Planning Associates, Inc. known for?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. was founded in 1992 and operates in the Financial Services industry. You can contact Nationwide Planning Associates, Inc.'s main corporate office by phone at
+1-201-476-****
. Explore Nationwide Planning Associates, Inc.'s company overview page for more information.

What is Nationwide Planning Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. employees' email format typically follows the pattern of FLast@nationwideplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Nationwide Planning Associates, Inc. email formats with LeadIQ.

How many employees does Nationwide Planning Associates, Inc. have currently?

Minus sign iconPlus sign iconNationwide Planning Associates, Inc. has approximately 63 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Nationwide Planning Associates, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Nationwide Planning Associates, Inc.'s key employees include:

  • Vice President Investments-Wealth Manager: J. J. M.
  • Managing Director Of Investments: J. B. C.
  • Senior Vice President / Wealth Management: E. P.
  • Senior Vice President: R. F.
  • Vice President: A. C.

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