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Purpose Planning Employee Directory

Financial ServicesColorado, United States2-10 Employees

Purpose Planning is a small, independently managed financial planning firm based in Colorado Springs, Colorado, providing comprehensive planning services to individuals and business owners. With more than five decades of combined experience, the team prioritizes client trust as a central part of its practice. The firm focuses on personalized planning and innovative approaches to help clients reach their financial goals.

They offer four tailored services addressing retirement planning, college savings, buying a home, tax optimization, and estate planning, among other planning needs. Although rooted in Colorado, the client base extends to more than twenty states, signaling a broad geographic reach. Securities and advisory services are provided through Cetera Advisors LLC, a broker-dealer and registered investment adviser, with Cetera operating independently from the firm.

Find Purpose Planning employees' phone numbers or email addresses

Purpose Planning Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Purpose Planning's Leadership

  • Stylized image of a person
    J. H.
    Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
    Mobile Phone
  • Stylized image of a person
    E. G.
    Mobile Phone

Purpose Planning Employee Metrics

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

Contact profiles from Purpose Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. H.
    Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
    Mobile Phone
    United StatesKansas
    Nov 05, 2025
  • Stylized image of a person
    E. G.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Purpose Planning known for?

Minus sign iconPlus sign iconPurpose Planning was founded in 1990 operates in the Financial Services industry. Explore Purpose Planning's company overview page for more information.

What is Purpose Planning's most common email format?

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

How many employees does Purpose Planning have currently?

Minus sign iconPlus sign iconPurpose Planning has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Purpose Planning's key employees and leadership?

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As of July 2026, Purpose Planning's key employees include:

  • Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®: J. H.
  • : E. G.

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