Insights

Growth Potential Resource Financial Planning demonstrates a solid revenue range of 25 to 50 million dollars, indicating a stable mid-sized firm with room for expansion and increased investment in innovative financial solutions.

Technology Usage The company leverages a modern tech stack including Amazon S3, Google Maps, and Cloudflare CDN, suggesting openness to adopting advanced digital tools, which can be an opportunity for offering innovative tech integrations or cybersecurity enhancements.

Market Position Operating within the competitive investment management industry alongside firms like Wealthfront and Charles Schwab, Resource Financial Planning has the potential to differentiate through personalized advisory services or niche market focuses.

Client Engagement With an independent and non-broker dealer status, the company might prioritize high-quality, tailored client relationships, presenting opportunities for premium advisory service offerings or client engagement solutions.

Employee Base Maintaining a relatively small team of up to 50 employees allows for personalized service delivery, but also signals potential for scalable solutions and efficiency tools to support growth without compromising service quality.

Resource Financial Planning, Inc. Tech Stack

Resource Financial Planning, Inc. uses 8 technology products and services including Cloudflare CDN, cdnjs, Amazon S3, and more. Explore Resource Financial Planning, Inc.'s tech stack below.

Cloudflare CDN

Content Delivery Network

cdnjs

Content Delivery Network

Amazon S3

Content Delivery Network

Open Graph

Content Management System

Google Fonts API

Font Scripts

Modernizr

Javascript Libraries

Google Maps

Maps

Google Tag Manager

Tag Management

Resource Financial Planning, Inc. Email Formats	Example	Percentage
FirstL@resourcefinancial.com	JohnD@resourcefinancial.com	50%
FirstL@resourcefinancial.com	JohnD@resourcefinancial.com	50%

Resource Financial Planning, Inc. Email Formats

Example

Percentage

FirstL@resourcefinancial.com

JohnD@resourcefinancial.com

50%

FirstL@resourcefinancial.com

JohnD@resourcefinancial.com

50%

Frequently Asked Questions

Where is Resource Financial Planning, Inc.'s headquarters located?

Resource Financial Planning, Inc.'s main headquarters is located at 10300 Southwest Greenburg Road Portland, Oregon 97223 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Resource Financial Planning, Inc.'s phone number?

You can contact Resource Financial Planning, Inc.'s main corporate office by phone at

+1-503-245-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Resource Financial Planning, Inc.'s official website and social media links?

Resource Financial Planning, Inc.'s official website is resourcefinancial.com and has social profiles on LinkedIn.

What is Resource Financial Planning, Inc.'s NAICS code?

Resource Financial Planning, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Resource Financial Planning, Inc. have currently?

As of March 2026, Resource Financial Planning, Inc. has approximately 18 employees across 2 continents, including North AmericaOceania. Key team members include President: J. S.Operations Manager: M. S.Financial Advisor: L. J. O.. Explore Resource Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Resource Financial Planning, Inc. belong to?

Resource Financial Planning, Inc. operates in the Investment Management industry.

What technology does Resource Financial Planning, Inc. use?

Resource Financial Planning, Inc.'s tech stack includes Cloudflare CDNcdnjsAmazon S3Open GraphGoogle Fonts APIModernizrGoogle MapsGoogle Tag Manager.

What is Resource Financial Planning, Inc.'s email format?

Resource Financial Planning, Inc.'s email format typically follows the pattern of FirstL@resourcefinancial.com. Find more Resource Financial Planning, Inc. email formats with LeadIQ.

When was Resource Financial Planning, Inc. founded?

Resource Financial Planning, Inc. was founded in 1982.

Resource Financial Planning, Inc.

Q: What technology does Resource Financial Planning, Inc. use?

Resource Financial Planning, Inc.'s tech stack includes Site24x7, JSON-LD, jQuery, Cloudflare Bot Management, Awesomplete.

Q: What is Resource Financial Planning, Inc.'s NAICS code?

Resource Financial Planning, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOregon, United States11-50 Employees

10300 SW Greenburg Rd 
Suite 200
Portland, Oregon 
503-245-3110 

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Resource Financial Planning, Inc. is not a registered broker/dealer or investment advisor and is separate and independent from Osaic Wealth, Inc.

For full disclosures, please visit our website at www.resourcefinancial.com.

Insights

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