LeadIQ logo
Learn more at LeadIQ.com
Partners In Financial Planning logo

Partners In Financial Planning Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Partners In Financial Planning is a small financial services firm based in Edmond, Oklahoma. The company delivers financial planning and investment advisory services to clients seeking guidance on their finances. With a modest local footprint, the firm operates primarily from its Edmond location. In 2016, the firm was named to the Financial Times 300 Top Registered Investment Advisors, marking its recognition for excellence in the advisory field for a second consecutive year. This external acknowledgment places the practice among professional peers within the broader United States investment advisory landscape.

Find Partners In Financial Planning employees' phone numbers or email addresses

Partners In Financial Planning Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Partners In Financial Planning's Leadership

  • Stylized image of a person
    C. B.
    Certified Financial Planner Professional
    Mobile Phone

Partners In Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Partners In Financial Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Certified Financial Planner Professional
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Partners In Financial Planning known for?

Minus sign iconPlus sign iconPartners In Financial Planning operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-540-444-****
. Explore Partners In Financial Planning's company overview page for more information.

What is Partners In Financial Planning's most common email format?

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

How many employees does Partners In Financial Planning have currently?

Minus sign iconPlus sign iconPartners In Financial Planning has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Partners In Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Partners In Financial Planning's key employees include:

  • Certified Financial Planner Professional: C. B.

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.