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Resource Financial Planning, Inc. Employee Directory

Investment ManagementOregon, United States11-50 Employees

Resource Financial Planning, Inc. has about 19 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (86%), New Zealand (10%) and Jamaica (5%). Banking and Analytics make up over half of the profiles with a known department. Resource Financial Planning, Inc.'s workforce held steady between January 2026 and November 2026.

Find Resource Financial Planning, Inc. employees' phone numbers or email addresses

Resource Financial Planning, Inc. Global Highlights

Location
Employees

North America
19

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  • United States Of America
    18
  • Jamaica
    1

Oceania
2

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  • New Zealand
    2

North America accounts for 90% of Resource Financial Planning, Inc.'s workforce, followed by Oceania (10%).

Resource Financial Planning, Inc.'s Leadership

  • Program & Business Operations Manager (chief Of Staff Scope) at Resource Financial Planning, Inc.
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
  • Investment Adviser Representative at Resource Financial Planning, Inc.
    T. R.
    Investment Adviser Representative

Resource Financial Planning, Inc. Employee Metrics

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

Banking is the largest department at 85% of profiles with a known department, down from 93% in January 2026, followed by Analytics (15%, up from 0%).

Contact profiles from Resource Financial Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Program & Business Operations Manager (chief Of Staff Scope) at Resource Financial Planning, Inc.
    M. S.
    Program & Business Operations Manager (chief Of Staff Scope)
    Apr 17, 2026
  • Investment Adviser Representative at Resource Financial Planning, Inc.
    T. R.
    Investment Adviser Representative
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at Resource Financial Planning, Inc.?

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Banking is the largest department at 85% of profiles with a known department, down from 93% in January 2026, followed by Analytics (15%, up from 0%).

Where are Resource Financial Planning, Inc.'s employees located?

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Resource Financial Planning, Inc. has about 19 employees across 2 continents, most of them in North America. North America accounts for 90% of Resource Financial Planning, Inc.'s workforce, followed by Oceania (10%). By country, the largest groups are United States Of America (86%), New Zealand (10%) and Jamaica (5%).

How has Resource Financial Planning, Inc.'s workforce changed over the past year?

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Resource Financial Planning, Inc.'s workforce held steady between January 2026 and November 2026. Banking's share of profiles with a known department fell from 93% to 85%.

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

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Resource Financial Planning, Inc. has approximately 19 employees as of November 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Resource Financial Planning, Inc.'s key employees and leadership?

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As of November 2026, Resource Financial Planning, Inc.'s key employees include:

  • Program & Business Operations Manager (chief Of Staff Scope): M. S.
  • Investment Adviser Representative: T. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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Resource Financial Planning, Inc. employees' email format typically follows the pattern of FirstL@resourcefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Resource Financial Planning, Inc. email formats with LeadIQ.

What is Resource Financial Planning, Inc. known for?

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Resource Financial Planning, Inc. was founded in 1982 and operates in the Investment Management industry. You can contact Resource Financial Planning, Inc.'s main corporate office by phone at . Explore Resource Financial Planning, Inc.'s company overview page for more information.

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