Switchpoint Financial Planning LLC Employee Directory

Q: What is Switchpoint Financial Planning LLC known for?

Switchpoint Financial Planning LLC was founded in 2016. Switchpoint Financial Planning LLC operates in the Financial Services industry.

Financial ServicesUtah, United States2-10 Employees

Switchpoint Financial Planning is a fee-only financial planning and investment management firm. Our mission is to empower our clients to reach their financial goals by providing direction, discipline and expertise. Our comprehensive approach is focused on simplifying your financial life so you can focus on what matters most.

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

Switchpoint Financial Planning LLC Global Highlights

North America
5

United States Of America
5

Switchpoint Financial Planning LLC's Leadership

J. Q.
President
Mobile Phone
Email
B. K.
Lead Financial Advisor
Mobile Phone
Email
K. W.
Operations Manager
Mobile Phone
Email
J. S.
Financial Advisor
Mobile Phone
Email

Switchpoint Financial Planning LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Switchpoint Financial Planning LLC

Name

Title

Contact Info

Location

Last Update

J. Q.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. K.
Lead Financial Advisor
Mobile Phone
Email
United StatesArizona
Sep 11, 2025
K. W.
Operations Manager
Mobile Phone
Email
United StatesUtah
Jun 09, 2025
J. S.
Financial Advisor
Mobile Phone
Email
United StatesUtah
Mar 11, 2024

Frequently Asked Questions

What is Switchpoint Financial Planning LLC known for?

Switchpoint Financial Planning LLC was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 2901 West Bluegrass Boulevard Suite 200-26 Lehi, Utah 84043 United States. Explore Switchpoint Financial Planning LLC's company overview page for more information.

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

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

How many employees does Switchpoint Financial Planning LLC have currently?

Switchpoint Financial Planning LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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.

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