Playfair Planning logo

Playfair Planning Employee Directory

Financial ServicesNew York, United States11-50 Employees

Playfair Planning is a financial services firm based in Brooklyn, New York, that offers comprehensive wealth planning and preservation strategies for individuals, families, and institutions. The company emphasizes an integrated, tailored approach designed to address complex financial challenges and long-term goals, positioning its services beyond those of a typical financial planner. Founded by Kim Bourne, Playfair Planning highlights an awareness of unforeseen life events and aims to help clients prepare financially for such contingencies while guiding them along their financial journey.
With a service model focused on an advisory partnership, the firm seeks to travel the distance with clients, translating financial plans into practical, sustainable outcomes. The team’s ethos, conveyed through its logo imagery, underscores a commitment to going the extra mile for clients in a variety of financial contexts, reflecting a client-centric stance within the broader financial services industry.

Find Playfair Planning employees' phone numbers or email addresses

Playfair Planning Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Playfair Planning's Leadership

  • Stylized image of a person
    C. W.
    Owner
  • Stylized image of a person
    J. A.
    Owner
  • Stylized image of a person
    L. C. F.
    Financial Strategist
  • Stylized image of a person
    T. L.
    Wealth Management Intern

Playfair Planning Employee Metrics

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

Contact profiles from Playfair Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. W.
    Owner
    Feb 08, 2025
  • Stylized image of a person
    J. A.
    Owner
    Oct 21, 2024
  • Stylized image of a person
    L. C. F.
    Financial Strategist
    Jun 26, 2026
  • Stylized image of a person
    T. L.
    Wealth Management Intern
    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; 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 11 employees as of July 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 July 2026, Playfair Planning's key employees include:

  • Owner: C. W.
  • Owner: J. A.
  • Financial Strategist: L. C. F.
  • Wealth Management Intern: T. L.

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