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Personal Financial Planning Inc. Employee Directory

Financial ServicesVirginia, United States0-1 Employees

Personal Financial Planning, Inc. provides individualized financial planning and investment management services. Its client base includes individuals, employer-sponsored retirement plans, trusts and estates, charitable organizations, and small businesses. Services are delivered through client consultations and cover objective setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning, with emphasis on confidentiality and tailored guidance.

The firm operates primarily on a fee-only basis for planning and investment management. As an ancillary service, it offers life and health insurance products in support of the financial plans, with commissions on those products. It is based in Roanoke, Virginia, and was founded in 1984 by Thomas Nasta, ChFC.

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

Personal Financial Planning Inc. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Personal Financial Planning Inc.'s Leadership

  • Stylized image of a person
    T. N.
    Phone icon
    Mobile Phone

Personal Financial Planning Inc. Employee Metrics

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

Contact profiles from Personal Financial Planning Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. N.
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Personal Financial Planning Inc. known for?

Minus sign iconPlus sign iconPersonal Financial Planning Inc. operates in the Financial Services industry. The company's main headquarters is located in 3536 Brambleton Avenue Southwest Suite 8a Roanoke, Virginia 24018 United States; 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?

Minus sign iconPlus sign iconPersonal 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?

Minus sign iconPlus sign iconPersonal Financial Planning Inc. has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 2026, Personal Financial Planning Inc.'s key employees include:

  • : T. N.

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