The Financial Planning Group Employee Directory

Q: What is The Financial Planning Group known for?

The Financial Planning Group was founded in 2009. The Financial Planning Group operates in the Financial Services industry.

Q: How many employees does The Financial Planning Group have currently?

The Financial Planning Group has approximately 14 employees.

Financial ServicesGeorgia, United States11-50 Employees

The Financial Planning Group is an independent financial services practice with a simple business philosophy -- Combine Professional Financial Advice with The Golden Rule. 

As clients, you will have access to a qualified advisor to help you through the maze of investing and financial planning strategies and you will be treated in the same way that we ourselves would like to be treated.

The Financial Planning Group was established in 2009 by Founder & President Jon Monsour.  With 20+ years experience and guided by life's Golden Principle, we're confident we will earn your trust.  ADD to that -- strategic partnerships with Charles Schwab, and Fidelity  --- you are in good hands.

Securities and Advisory Services offered through United Planners Financial Services. Member FINRA/SIPC. TFPG and UP are not affiliated.

Find The Financial Planning Group employees' phone numbers or email addresses

The Financial Planning Group Global Highlights

North America
7

United States Of America
7

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

The Financial Planning Group's Leadership

D. M.
Owner
Mobile Phone
Email
E. S.
Client Relationship Manager
Mobile Phone
Email
J. H.
Certified Financial Planner™ Professional
Mobile Phone
Email
J. E.
Financial Advisor
Mobile Phone
Email

Contact profiles from The Financial Planning Group

Name

Title

Contact Info

Location

Last Update

D. M.
Owner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. S.
Client Relationship Manager
Mobile Phone
Email
United StatesMichigan
Nov 12, 2025
J. H.
Certified Financial Planner™ Professional
Mobile Phone
Email
May 16, 2025
J. E.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is The Financial Planning Group known for?

The Financial Planning Group was founded in 2009 operates in the Financial Services industry. Explore The Financial Planning Group's company overview page for more information.

What is The Financial Planning Group's most common email format?

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

How many employees does The Financial Planning Group have currently?

The Financial Planning Group has approximately 14 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are The Financial Planning Group's key employees and leadership?

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

Owner: D. M.
Client Relationship Manager: E. S.
Certified Financial Planner™ Professional: J. H.
Financial Advisor: J. E.

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

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.