What departments does Strategic Planning Group have?

Strategic Planning Group has employees across 3 departments including Operations, Customer Success, Consultant.

What is the largest department at Strategic Planning Group?

The largest department at Strategic Planning Group is Operations with 2 employees.

Where are Strategic Planning Group employees located globally?

Strategic Planning Group has employees across 1 continents and 1 countries including United States Of America.

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

Strategic Planning Group's team has grown from approximately 10 to 12 employees based on available data.

Strategic Planning Group Employee Directory

Q: Who are Strategic Planning Group's key employees and leadership?

Strategic Planning Group's key employees include: President / Ceo: R. C., Chief Compliance Officer/Head Of Trading/Head Of 401(k): J. D..

Financial ServicesUtah, United States11-50 Employees

Strategic Planning Group offers Retirement Planning, 401(k) and IRA Analysis, Wealth & Investment Management to individuals up and down the Wasatch Front.

Retirement Planning:  We help you develop a blue print for your retirement plan. We will analyze all sources of income such as, social security filing strategies, pension analysis, investment asset allocation, and more. Resource coordination is vital to retire successfully. 

IRA & 401(k) Analysis:  Verifying your 401(k) and IRA meet your retirement objectives is crucial. We will help you decide if you need to roll over a 401(k), recommend a personalized 401(k) allocation, or make other changes to help you better achieve your retirement goals. 

Wealth & Investment Management:  Clients engage us for our experience in investment portfolio management. We will customize a strategy that fits your personal needs. Your investments are a crucial part of your overall retirement strategy. 

Request an appointment today!
(801) 627-2200
info@spgutah.com

Advisory services are offered through Strategic Planning Group, a Registered Investment Advisor with the SEC.https://www.spgutah.com/online-disclosure/

Find Strategic Planning Group employees' phone numbers or email addresses

Strategic Planning Group Global Highlights

North America
18

United States Of America
18

Strategic Planning Group's Leadership

J. D.
Chief Compliance Officer/Head Of Trading/Head Of 401(k)
Mobile Phone
Email
R. C.
President / Ceo
Mobile Phone
Email
A. C.
Trading And Operations Manager
Mobile Phone
Email
N. L.
Senior Customer Service Representative
Mobile Phone
Email
M. P.
Wealth Management Advisor
Mobile Phone
Email
J. P.
Wealth Management Advisor
Mobile Phone
Email
R. B.
Client Services Operations
Mobile Phone
Email
A. G.
Administrative Assistant
Mobile Phone
Email

Strategic Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Legal
Accounting
Other

Contact profiles from Strategic Planning Group

Name

Title

Contact Info

Location

Last Update

R. C.
President / Ceo
Mobile Phone
Email
United StatesUtah
Mar 25, 2026
J. D.
Chief Compliance Officer/Head Of Trading/Head Of 401(k)
Mobile Phone
Email
United StatesUtah
Dec 16, 2025
A. C.
Trading And Operations Manager
Mobile Phone
Email
United StatesUtah
Oct 18, 2024
N. L.
Senior Customer Service Representative
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
M. P.
Wealth Management Advisor
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
J. P.
Wealth Management Advisor
Mobile Phone
Email
United StatesUtah
Mar 25, 2026
R. B.
Client Services Operations
Mobile Phone
Email
United States
Dec 26, 2024
A. G.
Administrative Assistant
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
G. D.
Consultant
Mobile Phone
Email
Oct 16, 2024
T. C.
Wealth Management Advisor
Mobile Phone
Email
United StatesUtah
Sep 22, 2025

Frequently Asked Questions

What is Strategic Planning Group known for?

Strategic Planning Group operates in the Financial Services industry. The company's main headquarters is located in 190 South Main Street Bountiful, Utah 84010 United States. Explore Strategic Planning Group's company overview page for more information.

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

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

How many employees does Strategic Planning Group have currently?

Strategic Planning Group has approximately 28 employees as of March 2026. These team members are located across 1 continents, including North America.

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

As of March 2026, Strategic Planning Group's key employees include:

Chief Compliance Officer/Head Of Trading/Head Of 401(k): J. D.
President / Ceo: R. C.
Trading And Operations Manager: A. C.
Senior Customer Service Representative: N. L.
Wealth Management Advisor: M. P.

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