Sound Planning Group Employee Directory

Financial ServicesWashington, United States11-50 Employees

We’re a team of passionate professionals dedicated to helping people nearing retirement. We specialize in creating comprehensive retirement plans focused on creating a well-thought-out strategy that will address your financial needs and concerns through your next milestone. Prepare for the years ahead with greater confidence.

We have been in business for over 25 years in Kirkland, WA.

Disclosure: Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC-registered firm, that offers investment advisory services under the brand SPG. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight.

SPG is not affiliated with or endorsed by any government agency.

The information contained herein is general in nature. It is provided for illustrative or informational purposes only, and should not be construed as advice. SPG does not provide estate, legal, or non-financial planning tax advice. Consult with your specialist prior to making any financial decisions for your personal situation.

Find Sound Planning Group employees' phone numbers or email addresses

Sound Planning Group Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Asia
1

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  • China
    1

Sound Planning Group's Leadership

  • Stylized image of a person
    D. S.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    L. D.
    President
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  • Stylized image of a person
    K. H.
    Marketing Manager
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  • Stylized image of a person
    W. M.
    Executive Assistant & Office Manager
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  • Stylized image of a person
    J. M.
    Financial Advisor
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  • Stylized image of a person
    Q. M.
    Investment Advisor Representative
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  • Stylized image of a person
    薛.
    Brand Consulting & Design
    Phone icon

Contact profiles from Sound Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. D.
    President
    Phone icon
    United States
    Nov 20, 2025
  • Stylized image of a person
    D. S.
    Chief Executive Officer
    Phone icon
    May 26, 2025
  • Stylized image of a person
    K. H.
    Marketing Manager
    Phone icon
    United States
    Oct 15, 2025
  • Stylized image of a person
    W. M.
    Executive Assistant & Office Manager
    Phone icon
    United States
    Oct 21, 2025
  • Stylized image of a person
    J. M.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    Q. M.
    Investment Advisor Representative
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    薛.
    Brand Consulting & Design
    Phone icon
    China
    Nov 16, 2025

Frequently Asked Questions

What is Sound Planning Group known for?

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Sound Planning Group was founded in 1998 operates in the Financial Services industry. Explore Sound Planning Group's company overview page for more information.

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

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

How many employees does Sound Planning Group have currently?

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Sound Planning Group has approximately 27 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of December 2025, Sound Planning Group's key employees include:

  • Chief Executive Officer: D. S.
  • President: L. D.
  • Marketing Manager: K. H.
  • Executive Assistant & Office Manager: W. M.
  • Financial Advisor: J. M.

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