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Planwealth Financial Services Employee Directory

Financial ServicesTexas, United States2-10 Employees

Planwealth Financial Services operates in the financial services sector, offering a range of mortgage products that include conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans. The firm emphasizes securing favorable rate and term options for clients by evaluating competing quotes and providing a competitive analysis upon request. Based in McKinney, Texas, the company serves individual borrowers seeking diverse loan solutions and personalized guidance through the mortgage process.

With a small professional team, Planwealth positions itself to assist clients in navigating loan options and securing terms that meet their financial needs. The company is led by Drew LaBarbera (NMLS 260569) and operates under Planwealth Financial Services (NMLS 353502), focusing on delivering customized mortgage considerations within the broader financial services landscape.

Find Planwealth Financial Services employees' phone numbers or email addresses

Planwealth Financial Services Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Africa
1

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  • South Africa
    1

Planwealth Financial Services's Leadership

  • Stylized image of a person
    D. L.
    President, Mortgage Broker, Loan Officer
    Mobile Phone
  • Stylized image of a person
    L. L.
    Mortgage Broker
    Mobile Phone

Planwealth Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Other

Contact profiles from Planwealth Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. L.
    President, Mortgage Broker, Loan Officer
    Mobile Phone
    United StatesTexas
    Mar 08, 2026
  • Stylized image of a person
    L. L.
    Mortgage Broker
    Mobile Phone
    United StatesTexas
    Apr 15, 2026

Frequently Asked Questions

What is Planwealth Financial Services known for?

Minus sign iconPlus sign iconPlanwealth Financial Services was founded in 1983 operates in the Financial Services industry. Explore Planwealth Financial Services's company overview page for more information.

What is Planwealth Financial Services's most common email format?

Minus sign iconPlus sign iconPlanwealth Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Planwealth Financial Services email formats with LeadIQ.

How many employees does Planwealth Financial Services have currently?

Minus sign iconPlus sign iconPlanwealth Financial Services has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Planwealth Financial Services's key employees and leadership?

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As of August 2026, Planwealth Financial Services's key employees include:

  • President, Mortgage Broker, Loan Officer: D. L.
  • Mortgage Broker: L. L.

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