What departments does Planning Alliance have?

Planning Alliance has employees across 7 departments including Business, Accounting, Operations, Program & Project Management, Finance.

What is the largest department at Planning Alliance?

The largest department at Planning Alliance is Finance with 5 employees.

Where are Planning Alliance employees located globally?

Planning Alliance has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Planning Alliance's team size changed over time?

Planning Alliance's team has decreased from approximately 97 to 93 employees based on available data.

Planning Alliance Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Planning Alliance operates in the financial services sector, helping individuals and families protect, grow, and ultimately transfer wealth across generations. It also serves business owners with risk-management strategies aligned with long-term planning and offers private wealth management approaches tailored to the needs of high-net-worth families and family offices.
Based in Woodcliff Lake, New Jersey, the firm acts as an agency of The Guardian Life Insurance Company of America, with securities products and advisory services provided through Park Avenue Securities LLC. Its client base includes individuals, families, and business owners seeking risk management and long-range planning within private wealth management. In 2022, Guardian Life recognized Planning Alliance as Disability Insurance Brokerage Agency of the Year.

Planning Alliance Global Highlights

North America
168

United States Of America
167
Canada
1

Planning Alliance's Leadership

R. S.
Head Of New Business
Mobile Phone
Email
K. S.
Managing Partner
Mobile Phone
Email
M. G.
Managing Director
Mobile Phone
Email
P. R.
Director New Business
Mobile Phone
Email
S. W.
Controller
Mobile Phone
Email
D. C.
Manager-Operations
Mobile Phone
Email
M. M.
Project Manager
Mobile Phone
Email
N. P.
Financial Representative/Financial Advisor, Cfp Of Park Avenue Securities
Mobile Phone
Email

Planning Alliance Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Finance
Other

Contact profiles from Planning Alliance

Name

Title

Contact

Location

Last Update

A. B.
Financial Representative
Mobile Phone
Email
Mar 03, 2026
S. N.
Financial Representative
Mobile Phone
Email
May 29, 2026
R. R.
Financial Advisor
Mobile Phone
Email
Aug 04, 2026
A. C.
Investment Advisory Representative
Mobile Phone
Email
Oct 23, 2024
A. K.
Bsn, Rn
Mobile Phone
Email
Oct 21, 2024
C. S.
Recruiting Coordinator
Mobile Phone
Email
Oct 22, 2024
C. R.
Financial Specialist
Mobile Phone
Email
Oct 18, 2024
D. C.
Insurance Agent
Mobile Phone
Email
Oct 23, 2024
E. M.
Associate
Mobile Phone
Email
Oct 22, 2024
L. K.
Investment Advisory Representative
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Planning Alliance known for?

Planning Alliance was founded in 1999 and operates in the Financial Services industry. You can contact Planning Alliance's main corporate office by phone at

+1-973-244-****

. Explore Planning Alliance's company overview page for more information.

What is Planning Alliance's most common email format?

Planning Alliance employees' email format typically follows the pattern of First_Last@planningalliance.com. Trying to find reliable and up-to-date employee contact data? Find more Planning Alliance email formats with LeadIQ.

How many employees does Planning Alliance have currently?

Planning Alliance has approximately 128 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Planning Alliance's key employees and leadership?

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

Head Of New Business: R. S.
Managing Partner: K. S.
Managing Director: M. G.
Director New Business: P. R.
Controller: S. W.

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Planning Alliance Employee Directory

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