Secure Planning Group Employee Directory

Secure Planning Group Global Highlights

Location

Employees

North America

42

• United States Of America
  42

Europe

1

• United Kingdom Of Great Britain And Northern Ireland
  1

North America accounts for 98% of Secure Planning Group's workforce, followed by Europe (2%).

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

• Banking
• Business
• Other

Contact profiles from Secure Planning Group

• 
  K. R.

  Managing Partner | Financial Advisor Specializing In Comprehensive Wealth Management

  Mobile Phone

  Email

  Sep 02, 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

  Sep 02, 2026
• 
  D. Y.

  Senior Client Service Associate And Operations Specialist

  Mobile Phone

  Email

  Aug 11, 2026
• 
  M. L.

  Financial Advisor

  Mobile Phone

  Email

  Aug 31, 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

  Sep 02, 2026

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• Next >

Frequently Asked Questions

Where are Secure Planning Group's employees located?

Secure Planning Group has about 25 employees across 2 continents, most of them in North America. North America accounts for 98% of Secure Planning Group's workforce, followed by Europe (2%). By country, the largest groups are United States Of America (98%) and United Kingdom Of Great Britain And Northern Ireland (2%).

How has Secure Planning Group's workforce changed over the past year?

Secure Planning Group's workforce grew 9% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 90% to 100%.

How many employees does Secure Planning Group have currently?

Secure Planning Group has approximately 25 employees as of November 2026. These team members are located across 2 continents, including North America and Europe.

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

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

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

What is Secure Planning Group known for?

Secure Planning Group was founded in 2012 and operates in the Financial Services industry. You can contact Secure Planning Group's main corporate office by phone at

+1-215-540-****

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