RFC Financial Planners Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Comprehensive financial planning and investment management are our areas of focus.

At RFC Financial Planners, we help to organize and simplify the financial lives of our clients. 

Our role is to coordinate all the members of your professional team, making sure everyone is moving in the same direction….your direction, providing you with a comprehensive financial planning experience.   Whether you are looking to manage risk or grow protect your weath, reduce taxes, or just alleviate stress, we want you to feel comfortable, confident, and in control of your finances.

Our clients come from all walks of life, and for all types of reasons. Two examples of what we deliver to our clients include unbiased guidance regarding retirement planning and fee-based investment management.

Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (www.finra.org and www.sipc.org) investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor, Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM. LLC as to accuracy or completeness.

Find RFC Financial Planners employees' phone numbers or email addresses

RFC Financial Planners Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

RFC Financial Planners's Leadership

  • Stylized image of a person
    B. B.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    A. B.
    Financial Analyst
    Phone icon
  • Stylized image of a person
    C. M. T. B.
    Certified Financial Plannerâ
    Phone icon
  • Stylized image of a person
    D. A.
    Client Operations Associate
    Phone icon
  • Stylized image of a person
    J. V.
    Registered Representative
    Phone icon
  • Stylized image of a person
    M. T. B.
    Certified Financial Planner®
    Phone icon
  • Stylized image of a person
    A. F.
    Phone icon

Contact profiles from RFC Financial Planners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. B.
    Director Of Operations
    Phone icon
    United StatesMichigan
    Nov 12, 2025
  • Stylized image of a person
    A. B.
    Financial Analyst
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. M. T. B.
    Certified Financial Plannerâ
    Phone icon
    United StatesMichigan
    Sep 17, 2024
  • Stylized image of a person
    D. A.
    Client Operations Associate
    Phone icon
    United StatesMichigan
    Jul 25, 2024
  • Stylized image of a person
    J. V.
    Registered Representative
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    M. T. B.
    Certified Financial Planner®
    Phone icon
    United StatesMichigan
    Oct 23, 2024
  • Stylized image of a person
    A. F.
    Phone icon
    UNITED KINGDOMLONDON
    Jan 02, 2025

Frequently Asked Questions

What is RFC Financial Planners known for?

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RFC Financial Planners was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore RFC Financial Planners's company overview page for more information.

What is RFC Financial Planners's most common email format?

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

How many employees does RFC Financial Planners have currently?

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RFC Financial Planners has approximately 13 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are RFC Financial Planners's key employees and leadership?

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As of December 2025, RFC Financial Planners's key employees include:

  • Director Of Operations: B. B.
  • Financial Analyst: A. B.
  • Certified Financial Plannerâ: C. M. T. B.
  • Client Operations Associate: D. A.
  • Registered Representative: J. V.

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