Playfair Planning Employee Directory

Financial ServicesNew York, United States11-50 Employees

Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner.

Our logo reminds us to spread our wings to reach higher heights and embodies our commitment to continuously go the extra mile for each of our clients.

Doves are intimately aware of their environment and demonstrate a highly developed sense of presence. 

Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that.

Wherever you are along your financial journey, we provide an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality.

Find Playfair Planning employees' phone numbers or email addresses

Playfair Planning Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Playfair Planning's Leadership

  • Stylized image of a person
    C. W.
    Owner
    Phone icon
  • Stylized image of a person
    J. A.
    Owner
    Phone icon
  • Stylized image of a person
    K. B.
    Managing Director
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  • Stylized image of a person
    C. R.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    K. B.
    Managing Director
    Phone icon
  • Stylized image of a person
    N. V.
    Finance And Operations Manager
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  • Stylized image of a person
    H. Z.
    Senior Staff Accountant
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  • Stylized image of a person
    L. C. F.
    Financial Strategist
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Playfair Planning Employee Metrics

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

Contact profiles from Playfair Planning

Name
Title
Contact Info
Location
Last Update
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    C. W.
    Owner
    Phone icon
    Feb 08, 2025
  • Stylized image of a person
    J. A.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. B.
    Managing Director
    Phone icon
    United StatesNew York
    Mar 24, 2026
  • Stylized image of a person
    C. R.
    Director Of Operations
    Phone icon
    United StatesNew York
    Jan 28, 2026
  • Stylized image of a person
    K. B.
    Managing Director
    Phone icon
    United StatesNew York
    Jan 24, 2025
  • Stylized image of a person
    N. V.
    Finance And Operations Manager
    Phone icon
    United StatesNew York
    Feb 26, 2024
  • Stylized image of a person
    H. Z.
    Senior Staff Accountant
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. C. F.
    Financial Strategist
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    C. Z.
    Wealth Management Assistant/Family Service Coordinator
    Phone icon
    United StatesNew York
    Oct 22, 2025
  • Stylized image of a person
    T. L.
    Wealth Management Intern
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Playfair Planning known for?

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Playfair Planning was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1640 East 94th Street Brooklyn, New York 11236 United States; you can contact the main corporate office by phone at . Explore Playfair Planning's company overview page for more information.

What is Playfair Planning's most common email format?

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

How many employees does Playfair Planning have currently?

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Playfair Planning has approximately 13 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Playfair Planning's key employees and leadership?

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As of March 2026, Playfair Planning's key employees include:

  • Owner: C. W.
  • Owner: J. A.
  • Managing Director: K. B.
  • Director Of Operations: C. R.
  • Managing Director: K. B.

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