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PROFi - Professional Financial Planning Employee Directory

Financial ServicesUtah, United States2-10 Employees

PROFi, officially the Professional Financial Company LLC doing business as PROFI, operates as an investment advisor registered with the SEC. Based in Orem, Utah, the firm provides holistic financial planning guided by fiduciary best-interest processes, aiming to help clients set and reach financial goals through evidence-based, independent advice. The organization emphasizes long-term relationships, rigorous planning, and a focus on educating clients to support sound decision-making and wealth protection.
The client base includes individuals and businesses seeking retirement planning, fiduciary guidance for plans and committees, and strategies to optimize savings behavior. The firm highlights its independence, asserts that it has no commissions or sales incentives, and positions itself as an educator-first advisor dedicated to transparency and personalized service.

Find PROFi - Professional Financial Planning employees' phone numbers or email addresses

PROFi - Professional Financial Planning Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

PROFi - Professional Financial Planning's Leadership

  • Stylized image of a person
    B. C.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Office Manager
    Phone icon
    Mobile Phone

PROFi - Professional Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from PROFi - Professional Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Executive Vice President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. L.
    Office Manager
    Phone icon
    Mobile Phone
    Aug 01, 2024

Frequently Asked Questions

What is PROFi - Professional Financial Planning known for?

Minus sign iconPlus sign iconPROFi - Professional Financial Planning was founded in 2018 operates in the Financial Services industry. Explore PROFi - Professional Financial Planning's company overview page for more information.

What is PROFi - Professional Financial Planning's most common email format?

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

How many employees does PROFi - Professional Financial Planning have currently?

Minus sign iconPlus sign iconPROFi - Professional Financial Planning has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are PROFi - Professional Financial Planning's key employees and leadership?

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As of August 2026, PROFi - Professional Financial Planning's key employees include:

  • Executive Vice President: B. C.
  • Office Manager: S. L.

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