LeadIQ logo
Learn more at LeadIQ.com
Switchpoint Financial Planning LLC logo

Switchpoint Financial Planning LLC Employee Directory

Financial ServicesUtah, United States2-10 Employees

Switchpoint Financial Planning LLC has about 3 employees, all of them in North America. Switchpoint Financial Planning LLC's workforce grew 25% between January 2026 and November 2026.

Find Switchpoint Financial Planning LLC employees' phone numbers or email addresses

Switchpoint Financial Planning LLC Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Switchpoint Financial Planning LLC's Leadership

  • President at Switchpoint Financial Planning LLC
    J. Q.
    President
    Mobile Phone
  • Lead Financial Advisor at Switchpoint Financial Planning LLC
    B. K.
    Lead Financial Advisor
    Mobile Phone
  • Operations Manager at Switchpoint Financial Planning LLC
    K. W.
    Operations Manager
    Mobile Phone
  • Financial Advisor at Switchpoint Financial Planning LLC
    J. S.
    Financial Advisor
    Mobile Phone

Switchpoint Financial Planning LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Switchpoint Financial Planning LLC

Name
Title
Contact
Location
Last Update
  • President at Switchpoint Financial Planning LLC
    J. Q.
    President
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Lead Financial Advisor at Switchpoint Financial Planning LLC
    B. K.
    Lead Financial Advisor
    Mobile Phone
    United States, Arizona
    Jun 08, 2026
  • Operations Manager at Switchpoint Financial Planning LLC
    K. W.
    Operations Manager
    Mobile Phone
    United States, Utah
    Jun 26, 2026
  • Financial Advisor at Switchpoint Financial Planning LLC
    J. S.
    Financial Advisor
    Mobile Phone
    United States, Utah
    Jun 08, 2026

Frequently Asked Questions

How has Switchpoint Financial Planning LLC's workforce changed over the past year?

Minus sign iconPlus sign iconSwitchpoint Financial Planning LLC's workforce grew 25% between January 2026 and November 2026. Banking has stayed at 100% of profiles with a known department.

How many employees does Switchpoint Financial Planning LLC have currently?

Minus sign iconPlus sign iconSwitchpoint Financial Planning LLC has approximately 3 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Switchpoint Financial Planning LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Switchpoint Financial Planning LLC's key employees include:

  • President: J. Q.
  • Lead Financial Advisor: B. K.
  • Operations Manager: K. W.
  • Financial Advisor: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Switchpoint Financial Planning LLC's most common email format?

Minus sign iconPlus sign iconSwitchpoint Financial Planning LLC employees' email format typically follows the pattern of First@switchpointfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Switchpoint Financial Planning LLC email formats with LeadIQ.

What is Switchpoint Financial Planning LLC known for?

Minus sign iconPlus sign iconSwitchpoint Financial Planning LLC was founded in 2016 and operates in the Financial Services industry. Explore Switchpoint Financial Planning LLC's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.