Personal Financial Planning Inc. Employee Directory

Financial ServicesVirginia, United States0-1 Employees

Personal Financial Planning, Inc. was founded in 1984 by Thomas Nasta, ChFC. We are located on Brambleton Avenue in Roanoke, Virginia. Personal Financial Planning, Inc. provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Personal Financial Planning, Inc. is primarily a fee-only financial planning and investment management firm. As an additional service to our clients, we do offer life and health insurance products in the implementation of their financial planning where applicable and the firm would receive a standard commission for the sale of those products. The client is under no obligation to follow these recommendations and is free to purchase these products from another source. Investment advice is an integral part of financial planning. In addition, Personal Financial Planning, Inc. advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. Visit our company website or contact us for more information! http://www.pfplans.com (540)-774-8700

Find Personal Financial Planning Inc. employees' phone numbers or email addresses

Personal Financial Planning Inc. Global Highlights

North America
3

United States Of America
3

Personal Financial Planning Inc.'s Leadership

R. F.
Chartered Retirement Planning Counselor
Mobile Phone
Email
T. N.
Mobile Phone
Email

Contact profiles from Personal Financial Planning Inc.

Name

Title

Contact Info

Location

Last Update

R. F.
Chartered Retirement Planning Counselor
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
T. N.
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Personal Financial Planning Inc. known for?

Personal Financial Planning Inc. operates in the Financial Services industry. The company's main headquarters is located in 3536 Brambleton Avenue Southwest, Suite 8a; you can contact the main corporate office by phone at

+1-540-774-****

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

What is Personal Financial Planning Inc.'s most common email format?

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

How many employees does Personal Financial Planning Inc. have currently?

Personal Financial Planning Inc. has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Personal Financial Planning Inc.'s key employees and leadership?

As of December 2025, Personal Financial Planning Inc.'s key employees include:

Chartered Retirement Planning Counselor: R. F.
: T. N.

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