What departments does Perspective Wealth Planning have?

Perspective Wealth Planning has employees across 2 departments including Finance, Administrative.

What is the largest department at Perspective Wealth Planning?

The largest department at Perspective Wealth Planning is Finance with 1 employees.

Where are Perspective Wealth Planning employees located globally?

Perspective Wealth Planning has employees across 1 continents and 1 countries including United States Of America.

How has Perspective Wealth Planning's team size changed over time?

Perspective Wealth Planning's team has decreased from approximately 6 to 5 employees based on available data.

Perspective Wealth Planning Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

There are thousands of financial firms out there, so what makes us different?  At Perspective Wealth Planning, we want to help you reach your goals no matter what stage of life you are in.  Our main focus is on customer service!  We strive to make sure that YOU are happy with all of the services we are providing.  Our outstanding service starts with constant communication.  We have quarterly review meetings, consistent market updates, current and relevant information posted on social media, and complementary financial plans for all of our clients.  These are just some of the things that sets our office apart from the others.  Let us focus on finances so you can focus on life!

Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Perspective Wealth Planning LLC is not affiliated with Integrity Wealth.

Find Perspective Wealth Planning employees' phone numbers or email addresses

Perspective Wealth Planning Global Highlights

North America
5

United States Of America
5

Perspective Wealth Planning's Leadership

M. F.
Financial Planner / Owner
Mobile Phone
Email
B. S.
Office Manager
Mobile Phone
Email
M. T.
Portfolio Manager
Mobile Phone
Email
R. J. K.
Wealth Manager
Mobile Phone
Email

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 Info

Location

Last Update

M. F.
Financial Planner / Owner
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 2025
B. S.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Mar 25, 2026
M. T.
Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Sep 10, 2025
R. J. K.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025

Frequently Asked Questions

What is Perspective Wealth Planning known for?

Perspective Wealth Planning was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 999 Eisenhower Boulevard Suite d2 Johnstown, Pennsylvania 15904 United States. Explore Perspective Wealth Planning's company overview page for more information.

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

Perspective 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?

Perspective Wealth Planning has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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.

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