What departments does Northstar Financial Planning have?

Northstar Financial Planning has employees across 3 departments including Business, Entrepreneurship, Banking.

What is the largest department at Northstar Financial Planning?

The largest department at Northstar Financial Planning is Business with 1 employees.

Where are Northstar Financial Planning employees located globally?

Northstar Financial Planning has employees across 2 continents and 2 countries including Ireland, United States Of America.

How has Northstar Financial Planning's team size changed over time?

Northstar Financial Planning's team has decreased from approximately 14 to 12 employees based on available data.

Northstar Financial Planning Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Northstar Financial Planning is a fee-only wealth management and financial life planning firm that operates as an independent Registered Investment Advisor. Based in Windham, New Hampshire, the firm provides comprehensive strategic planning aimed at aligning clients’ finances with their personal goals and values. It emphasizes financial transition planning, helping clients navigate major life events such as the loss of a spouse, divorce, retirement, inheritance, business sales, and financial windfalls in a supportive environment.

While the practice has a focus on women in transition related to spouse death or divorce, it also serves individuals experiencing other life-changing events, including retirement, changes in employment, and business succession, who face significant financial decisions during delicate times. Operating in the financial services sector as an independent fiduciary, the firm aims to promote financial well-being while honoring clients’ broader life objectives. In January 2025, Charles Schwab & Co acquired Northstarfp, with TD Ameritrade accounts moved as part of the integration.

Northstar Financial Planning Global Highlights

North America
16

United States Of America
16

Europe
3

Ireland
3

Northstar Financial Planning's Leadership

C. R. Y.
President And Owner
Mobile Phone
Email
K. C.
Financial Planner & Business Owner
Mobile Phone
Email
M. L.
Wealth Manager
Mobile Phone
Email
M. O. Q.
Financial Advisor
Mobile Phone
Email

Northstar Financial Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Information Technology
Accounting
Administrative
Other
Analytics

Contact profiles from Northstar Financial Planning

Name

Title

Contact Info

Location

Last Update

K. C.
Financial Planner & Business Owner
Mobile Phone
Email
Ireland
Apr 13, 2026
C. R. Y.
President And Owner
Mobile Phone
Email
Oct 18, 2024
M. L.
Wealth Manager
Mobile Phone
Email
Oct 16, 2024
M. O. Q.
Financial Advisor
Mobile Phone
Email
Ireland
Jun 29, 2026

Frequently Asked Questions

What is Northstar Financial Planning known for?

Northstar Financial Planning was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-603-458-****

. Explore Northstar Financial Planning's company overview page for more information.

What is Northstar Financial Planning's most common email format?

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

How many employees does Northstar Financial Planning have currently?

Northstar Financial Planning has approximately 11 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Northstar Financial Planning's key employees and leadership?

As of August 2026, Northstar Financial Planning's key employees include:

President And Owner: C. R. Y.
Financial Planner & Business Owner: K. C.
Wealth Manager: M. L.
Financial Advisor: M. O. Q.

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

Northstar Financial Planning Employee Directory

Find Northstar Financial Planning employees' phone numbers or email addresses

Name search is limited — try advanced search instead