Northstar Financial Planners, Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

We provide objective financial planning advice and portfolio management services. Our firm designs and implements highly diversified investment portfolios that are consistent with the individual client's goals and objectives. In addition we strive to design portfolios for each client that fits their particular risk/reward preferences.

As a fee-only advisor our firm has a strict legal obligation to put our client's interests ahead of our own. It requires a thorough knowledge of the lowest cost solutions in the financial industry and solutions that optimize the risk/return reward spectrum. We don't sell investment products and receive no commissions from the sale of investment products. Therefore, we have no incentive to "sell" clients something to make our relationship worthwhile. What we do is pure advice and implementation to meet client objectives and goals.

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
    S. T.
    Chief Operations Officer
    Phone icon
  • Stylized image of a person
    N. A.
    Vp Chief Op Officer
    Phone icon
  • Stylized image of a person
    A. G.
    President, Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    A. G.
    President, Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    L. C.
    Owner
    Phone icon
  • Stylized image of a person
    J. V.
    Lead Financial Advisor
    Phone icon
  • Stylized image of a person
    C. T.
    Lead Finanical Advisor
    Phone icon
  • Stylized image of a person
    F. M.
    Lead Financial Advisor
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Client Service Specialist
    Phone icon
    United StatesRhode Island
    Nov 19, 2025
  • Stylized image of a person
    R. J. L.
    Customer Service Specialist
    Phone icon
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    C. H.
    Client Concierge
    Phone icon
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    C. T.
    Associate Advisor
    Phone icon
    United StatesFlorida
    Sep 18, 2024
  • Stylized image of a person
    M. K.
    Associate Financial Advisor
    Phone icon
    United StatesColorado
    Oct 23, 2024

Frequently Asked Questions

What is Northstar Financial Planners, Inc. known for?

Minus sign iconPlus sign icon
Northstar Financial Planners, Inc. was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1250 South Pine Island Road Suite 275 Plantation, Florida 33324 United States; you can contact the main corporate office by phone at . 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 icon
Northstar 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 icon
Northstar Financial Planners, Inc. has approximately 8 employees as of February 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 February 2026, Northstar Financial Planners, Inc.'s key employees include:

  • Chief Operations Officer: S. T.
  • Vp Chief Op Officer: N. A.
  • President, Investment Advisor Representative: A. G.
  • President, Investment Advisor Representative: A. G.
  • Owner: L. C.

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

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.