What departments does Secure Planning Group have?

Secure Planning Group has employees across 6 departments including Finance, Marketing, Operations, Banking, Customer Success.

What is the largest department at Secure Planning Group?

The largest department at Secure Planning Group is Banking with 2 employees.

Where are Secure Planning Group employees located globally?

Secure Planning Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Secure Planning Group's team size changed over time?

Secure Planning Group's team has grown from approximately 22 to 23 employees based on available data.

Secure Planning Group Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Secure Planning Group, LLC is a financial services firm focusing on individual and corporate planning. It serves individuals, business owners, and families, delivering an objective approach to financial planning that addresses retirement income needs. Securities and advisory services are offered through LPL Financial, a registered investment advisor, and the firm holds CRPC and CRPS credentials conferred by the College for Financial Planning. The company is located at 200 Gibraltar Road Horsham, Pennsylvania 19044 United States, and it employs 11-50 people. Regulatory disclosures note licensing considerations and state that third-party posts on this profile do not reflect the views of LPL Financial.

Secure Planning Group Global Highlights

North America
39

United States Of America
39

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Secure Planning Group's Leadership

J. F.
Vice President Of Client Affairs
Mobile Phone
Email
K. R.
Managing Partner | Financial Advisor Specializing In Comprehensive Wealth Management
Mobile Phone
Email
L. D.
Senior Vice President
Mobile Phone
Email
L. B.
Marketing Director
Mobile Phone
Email
D. Y.
Senior Client Service Associate And Operations Specialist
Mobile Phone
Email
M. L.
Financial Advisor
Mobile Phone
Email
S. F.
Client Service Associate
Mobile Phone
Email
A. J.
Client Services Associate
Mobile Phone
Email

Secure Planning Group Employee Metrics

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2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Secure Planning Group

Name

Title

Contact

Location

Last Update

K. R.
Managing Partner | Financial Advisor Specializing In Comprehensive Wealth Management
Mobile Phone
Email
Aug 11, 2026
J. F.
Vice President Of Client Affairs
Mobile Phone
Email
Aug 11, 2026
L. D.
Senior Vice President
Mobile Phone
Email
Oct 07, 2023
L. B.
Marketing Director
Mobile Phone
Email
Aug 11, 2026
D. Y.
Senior Client Service Associate And Operations Specialist
Mobile Phone
Email
Aug 11, 2026
M. L.
Financial Advisor
Mobile Phone
Email
Aug 11, 2026
S. F.
Client Service Associate
Mobile Phone
Email
Aug 11, 2026
A. J.
Client Services Associate
Mobile Phone
Email
Aug 11, 2026
J. H.
Administrative Assistant
Mobile Phone
Email
Aug 11, 2026
R. B.
Certified College Advisor
Mobile Phone
Email
Aug 11, 2026

Frequently Asked Questions

What is Secure Planning Group known for?

Secure Planning Group was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-215-540-****

. Explore Secure Planning Group's company overview page for more information.

What is Secure Planning Group's most common email format?

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

How many employees does Secure Planning Group have currently?

Secure Planning Group has approximately 23 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Secure Planning Group's key employees and leadership?

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

Vice President Of Client Affairs: J. F.
Managing Partner | Financial Advisor Specializing In Comprehensive Wealth Management: K. R.
Senior Vice President: L. D.
Marketing Director: L. B.
Senior Client Service Associate And Operations Specialist: D. Y.

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Secure Planning Group Employee Directory

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