The Planning Center, Inc. logo

The Planning Center, Inc. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

The Planning Center, Inc. is a financial planning firm based in Moline, Illinois, serving clients across different life stages. Its approach centers on creating a safe space for discussing money, offering objectivity amid market noise, and guiding clients through complex, interconnected planning strategies to simplify and organize their finances. The firm emphasizes personalized plans aligned with individual values and circumstances, aiming to build financial security and peace of mind through ongoing life and money conversations. Positioned within the financial services industry, The Planning Center combines research-backed philosophies in financial planning, investment management, and behavioral science to support client growth and decision-making, with a focus on long-term planning relationships rather than quick financial outcomes.

Find The Planning Center, Inc. employees' phone numbers or email addresses

The Planning Center, Inc. Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

The Planning Center, Inc.'s Leadership

  • Stylized image of a person
    B. L.
    Compliance Manager
  • Stylized image of a person
    A. B.
    Senior Financial Planner
  • Stylized image of a person
    C. A.
    Tax Advisor
  • Stylized image of a person
    A. F.
    Tax Advisor
  • Stylized image of a person
    D. T.
    Developer
  • Stylized image of a person
    E. H.
    Client Services Associate
  • Stylized image of a person
    F. P.
    Financial Planner
  • Stylized image of a person
    F. K.
    Financial Planning Specialist

The Planning Center, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from The Planning Center, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. L.
    Compliance Manager
    Oct 17, 2024
  • Stylized image of a person
    A. B.
    Senior Financial Planner
    Oct 21, 2024
  • Stylized image of a person
    C. A.
    Tax Advisor
    Jun 27, 2026
  • Stylized image of a person
    A. F.
    Tax Advisor
    Jun 26, 2026
  • Stylized image of a person
    D. T.
    Developer
    Oct 23, 2024
  • Stylized image of a person
    E. H.
    Client Services Associate
    Oct 17, 2024
  • Stylized image of a person
    F. P.
    Financial Planner
    Sep 30, 2025
  • Stylized image of a person
    F. K.
    Financial Planning Specialist
    Apr 05, 2024
  • Stylized image of a person
    L. S.
    Financial Planning Specialist
    Apr 08, 2026

Frequently Asked Questions

What is The Planning Center, Inc. known for?

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The Planning Center, Inc. was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore The Planning Center, Inc.'s company overview page for more information.

What is The Planning Center, Inc.'s most common email format?

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

How many employees does The Planning Center, Inc. have currently?

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The Planning Center, Inc. has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are The Planning Center, Inc.'s key employees and leadership?

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As of July 2026, The Planning Center, Inc.'s key employees include:

  • Compliance Manager: B. L.
  • Senior Financial Planner: A. B.
  • Tax Advisor: C. A.
  • Tax Advisor: A. F.
  • Developer: D. T.

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