Resource Financial Planning, Inc. Employee Directory

Q: What is Resource Financial Planning, Inc. known for?

Resource Financial Planning, Inc. was founded in 1982. Resource Financial Planning, Inc. operates in the Investment Management industry.

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.

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

Resource Financial Planning, Inc. Global Highlights

North America
17

United States Of America
17

Oceania
2

New Zealand
2

Resource Financial Planning, Inc.'s Leadership

J. S.
President
Mobile Phone
Email
M. S.
Operations Manager
Mobile Phone
Email
L. J. O.
Financial Advisor
Mobile Phone
Email
G. I.
Fp&a Assistant
Mobile Phone
Email
R. L.
Associate Advisor
Mobile Phone
Email
L. H.
Financial Advisor
Mobile Phone
Email
K. L.
Financial Advisor*
Mobile Phone
Email
J. B.
Financial Planning Assistant
Mobile Phone
Email

Resource Financial Planning, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Resource Financial Planning, Inc.

Name

Title

Contact Info

Location

Last Update

J. S.
President
Mobile Phone
Email
United StatesColorado
Nov 16, 2025
M. S.
Operations Manager
Mobile Phone
Email
United StatesOregon
Oct 25, 2025
L. J. O.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 26, 2025
G. I.
Fp&a Assistant
Mobile Phone
Email
United States
Jan 28, 2026
R. L.
Associate Advisor
Mobile Phone
Email
United StatesOregon
Nov 12, 2025
L. H.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Sep 08, 2025
K. L.
Financial Advisor*
Mobile Phone
Email
United StatesOregon
Oct 18, 2025
J. B.
Financial Planning Assistant
Mobile Phone
Email
United StatesOregon
Oct 23, 2025
R. M.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 22, 2025
L. M.
Financial Assistant
Mobile Phone
Email
United StatesOregon
Nov 14, 2025

Frequently Asked Questions

What is Resource Financial Planning, Inc. known for?

Resource Financial Planning, Inc. was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 10300 Southwest Greenburg Road Portland, Oregon 97223 United States; you can contact the main corporate office by phone at

+1-503-245-****

. Explore Resource Financial Planning, Inc.'s company overview page for more information.

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

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

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

Resource Financial Planning, Inc. has approximately 18 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

President: J. S.
Operations Manager: M. S.
Financial Advisor: L. J. O.
Fp&a Assistant: G. I.
Associate Advisor: R. L.

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