LeadIQ logo
Learn more at LeadIQ.com
Northstar Financial Planners, Inc. logo

Northstar Financial Planners, Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Northstar Financial Planners, Inc. operates in the financial services sector, providing objective financial planning guidance and portfolio management. The firm designs and implements diversified investment portfolios that are aligned with each client's goals and their preferred level of risk and reward. As a fee-only advisor, it is obligated to place clients' interests first, does not sell investment products, and does not receive commissions, focusing on advice and implementation to meet client objectives.

Based in Plantation, Florida, the firm serves individual clients seeking unbiased financial planning and investment strategy. Its approach emphasizes cost-conscious solution design and a disciplined risk/return framework, with no incentives tied to product sales.

Find Northstar Financial Planners, Inc. employees' phone numbers or email addresses

Northstar Financial Planners, Inc. Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Northstar Financial Planners, Inc.'s Leadership

  • Stylized image of a person
    N. A.
    Vp Chief Op Officer
    Mobile Phone
  • Stylized image of a person
    L. C.
    Owner
    Mobile Phone
  • Stylized image of a person
    F. M.
    Lead Financial Advisor
    Mobile Phone

Northstar Financial Planners, Inc. Employee Metrics

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

Contact profiles from Northstar Financial Planners, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. C.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    N. A.
    Vp Chief Op Officer
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    F. M.
    Lead Financial Advisor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Northstar Financial Planners, Inc. known for?

Minus sign iconPlus sign iconNorthstar Financial Planners, Inc. was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-954-693-****
. Explore Northstar Financial Planners, Inc.'s company overview page for more information.

What is Northstar Financial Planners, Inc.'s most common email format?

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

How many employees does Northstar Financial Planners, Inc. have currently?

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

Who are Northstar Financial Planners, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Northstar Financial Planners, Inc.'s key employees include:

  • Vp Chief Op Officer: N. A.
  • Owner: L. C.
  • Lead Financial Advisor: F. M.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.