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Perspective Wealth Planning Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Perspective Wealth Planning operates in the financial services sector, offering client-focused financial planning and advisory support. The firm emphasizes ongoing communication, with quarterly reviews, market updates, and accessible financial planning resources, aiming to help clients progress toward their life goals at any stage. Based in Johnstown, Pennsylvania, the organization presents itself as a small practice focused on providing personalized service to its clients, distinguishing itself through consistent engagement and complementary financial planning for all clients. Securities and investment advisory services are provided through Integrity Alliance, LLC, with Perspective Wealth Planning LLC not affiliated with Integrity Wealth, reflecting a formal structure within the broader advisory landscape. The company maintains a presence online at its website, and operates with a modest team size suitable for a boutique practice in the financial services industry.

Find Perspective Wealth Planning employees' phone numbers or email addresses

Perspective Wealth Planning Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Perspective Wealth Planning's Leadership

  • Stylized image of a person
    M. F.
    Financial Planner / Owner
    Mobile Phone
  • Stylized image of a person
    B. S.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    M. T.
    Portfolio Manager
    Mobile Phone
  • Stylized image of a person
    R. J. K.
    Wealth Manager
    Mobile Phone

Perspective Wealth Planning Employee Metrics

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

Contact profiles from Perspective Wealth Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. F.
    Financial Planner / Owner
    Mobile Phone
    United StatesPennsylvania
    Jun 30, 2026
  • Stylized image of a person
    B. S.
    Office Manager
    Mobile Phone
    United StatesPennsylvania
    Jun 01, 2026
  • Stylized image of a person
    M. T.
    Portfolio Manager
    Mobile Phone
    United StatesPennsylvania
    Jun 26, 2026
  • Stylized image of a person
    R. J. K.
    Wealth Manager
    Mobile Phone
    United StatesPennsylvania
    Jun 28, 2026

Frequently Asked Questions

What is Perspective Wealth Planning known for?

Minus sign iconPlus sign iconPerspective Wealth Planning was founded in 2017 operates in the Financial Services industry. Explore Perspective Wealth Planning's company overview page for more information.

What is Perspective Wealth Planning's most common email format?

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

How many employees does Perspective Wealth Planning have currently?

Minus sign iconPlus sign iconPerspective Wealth Planning has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Perspective Wealth Planning's key employees and leadership?

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As of August 2026, Perspective Wealth Planning's key employees include:

  • Financial Planner / Owner: M. F.
  • Office Manager: B. S.
  • Portfolio Manager: M. T.
  • Wealth Manager: R. J. K.

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