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The Planning Group of Scottsdale, LLC logo

The Planning Group of Scottsdale, LLC Employee Directory

Financial ServicesArizona, United States2-10 Employees

The Planning Group of Scottsdale, LLC operates in the financial services sector as a boutique wealth management firm. It specializes in active tactical investment management and alternative investments that are not commonly emphasized by other advisory practices. The firm aims to minimize risk and reduce volatility to help preserve capital in fluctuating markets, and it is based in Scottsdale, Arizona with an additional office in Sun City West.
Guided by the core values of integrity, trust, and service, The Planning Group emphasizes objective advice and sound investment solutions. It positions itself as a small, client-focused partner for individuals seeking tailored wealth management. More information is available on its website at theplanninggroup.com.

Find The Planning Group of Scottsdale, LLC employees' phone numbers or email addresses

The Planning Group of Scottsdale, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

The Planning Group of Scottsdale, LLC's Leadership

  • Owner at The Planning Group of Scottsdale, LLC
    R. J.
    Owner
    Mobile Phone
  • Bookkeeper at The Planning Group of Scottsdale, LLC
    C. M.
    Bookkeeper
    Mobile Phone
  • Wife And Mother at The Planning Group of Scottsdale, LLC
    C. D. B.
    Wife And Mother
    Mobile Phone
  • Bookkeeper at The Planning Group of Scottsdale, LLC
    R. D.
    Bookkeeper
    Mobile Phone
  • Administative Assistant at The Planning Group of Scottsdale, LLC
    L. B.
    Administative Assistant
    Mobile Phone
  • Employee at The Planning Group of Scottsdale, LLC
    E. D. M.
    Mobile Phone
  • Employee at The Planning Group of Scottsdale, LLC
    K. L.
    Mobile Phone

The Planning Group of Scottsdale, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from The Planning Group of Scottsdale, LLC

Name
Title
Contact
Location
Last Update
  • Owner at The Planning Group of Scottsdale, LLC
    R. J.
    Owner
    Mobile Phone
    United States, Arizona
    Jul 19, 2025
  • Bookkeeper at The Planning Group of Scottsdale, LLC
    C. M.
    Bookkeeper
    Mobile Phone
    United States, Tennessee
    Sep 05, 2025
  • Wife And Mother at The Planning Group of Scottsdale, LLC
    C. D. B.
    Wife And Mother
    Mobile Phone
    United States, Arizona
    Sep 11, 2025
  • Bookkeeper at The Planning Group of Scottsdale, LLC
    R. D.
    Bookkeeper
    Mobile Phone
    United States, Arizona
    Feb 17, 2026
  • Administative Assistant at The Planning Group of Scottsdale, LLC
    L. B.
    Administative Assistant
    Mobile Phone
    United States, Arizona
    Apr 15, 2026
  • Employee at The Planning Group of Scottsdale, LLC
    E. D. M.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at The Planning Group of Scottsdale, LLC
    K. L.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is The Planning Group of Scottsdale, LLC known for?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC operates in the Financial Services industry. You can contact The Planning Group of Scottsdale, LLC's main corporate office by phone at
+1-480-596-****
. Explore The Planning Group of Scottsdale, LLC's company overview page for more information.

What is The Planning Group of Scottsdale, LLC's most common email format?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC employees' email format typically follows the pattern of First@theplanninggroup.com. Trying to find reliable and up-to-date employee contact data? Find more The Planning Group of Scottsdale, LLC email formats with LeadIQ.

How many employees does The Planning Group of Scottsdale, LLC have currently?

Minus sign iconPlus sign iconThe Planning Group of Scottsdale, LLC has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Planning Group of Scottsdale, LLC's key employees and leadership?

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As of August 2026, The Planning Group of Scottsdale, LLC's key employees include:

  • Owner: R. J.
  • Bookkeeper: C. M.
  • Wife And Mother: C. D. B.
  • Bookkeeper: R. D.
  • Administative Assistant: L. B.

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