Where are Planwealth Financial Services employees located globally?

Planwealth Financial Services has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Planwealth Financial Services's team size changed over time?

Planwealth Financial Services's team has remained stable from approximately 7 to 7 employees based on available data.

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Planwealth Financial Services Employee Directory

Financial ServicesTexas, United States2-10 Employees

Planwealth Financial Services is a (5) STAR rated Zillow lender that offers conforming, jumbo, FHA, VA, hard money, bank statement, and USDA loans.  In addition, we guarantee to every client to provide the lowest rate and terms that they can find in the industry.  Feel free to forward your current mortgage rate quote to drew@planwealth.net for a competitive analysis.   We will improve upon your current offer each time so you benefit.  

Drew LaBarbera NMLS 260569
Planwealth Financial Services NMLS 353502

Find Planwealth Financial Services employees' phone numbers or email addresses

Planwealth Financial Services Global Highlights

North America
6

United States Of America
6

Africa
1

South Africa
1

Planwealth Financial Services's Leadership

D. L.
President, Mortgage Broker, Loan Officer
Mobile Phone
Email
L. L.
Loan Officer
Mobile Phone
Email

Planwealth Financial Services Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Planwealth Financial Services

Name

Title

Contact Info

Location

Last Update

D. L.
President, Mortgage Broker, Loan Officer
Mobile Phone
Email
United StatesTexas
Mar 08, 2026
L. L.
Loan Officer
Mobile Phone
Email
United StatesTexas
Jan 01, 2026

Frequently Asked Questions

What is Planwealth Financial Services known for?

Planwealth Financial Services was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 2104 Green Hill Drive Mckinney, Texas 75070 United States. Explore Planwealth Financial Services's company overview page for more information.

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

Planwealth 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?

Planwealth Financial Services has approximately 7 employees as of March 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

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

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