The Planning Group of Scottsdale, LLC Employee Directory

Financial ServicesArizona, United States2-10 Employees

The Planning Group is a boutique wealth management firm specializing in active tactical investment management and alternative investments that other advisory firms often neglect.  In today’s market, we focus on making money by not losing money primarily by minimizing risk and reducing volatility.   We have offices in Scottsdale, AZ and Sun City West, AZ.

We remain strictly committed to our core values:

Integrity:     Our commitment is to serve our clients'with the highest level of integrity. 
Trust:          We earn our client's trust by providing objective advice and sound investment solutions. 
Service:      We are dedicated to the nobility of service.

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

The Planning Group of Scottsdale, LLC Global Highlights

North America
10

United States Of America
10

The Planning Group of Scottsdale, LLC's Leadership

R. J.
Owner
Mobile Phone
Email
C. M.
Bookkeeper
Mobile Phone
Email
C. D. B.
Wife And Mother
Mobile Phone
Email
R. D.
Bookkeeper
Mobile Phone
Email
L. B.
Administative Assistant
Mobile Phone
Email
E. D. M.
Mobile Phone
Email
K. L.
Mobile Phone
Email

The Planning Group of Scottsdale, LLC Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from The Planning Group of Scottsdale, LLC

Name

Title

Contact Info

Location

Last Update

R. J.
Owner
Mobile Phone
Email
United StatesArizona
Jul 19, 2025
C. M.
Bookkeeper
Mobile Phone
Email
United StatesTennessee
Sep 05, 2025
C. D. B.
Wife And Mother
Mobile Phone
Email
United StatesArizona
Sep 11, 2025
R. D.
Bookkeeper
Mobile Phone
Email
United StatesArizona
Feb 17, 2026
L. B.
Administative Assistant
Mobile Phone
Email
United StatesArizona
Aug 11, 2025
E. D. M.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

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

The Planning Group of Scottsdale, LLC operates in the Financial Services industry. The company's main headquarters is located in 8800 North Gainey Center Drive Suite 176 Scottsdale, Arizona 85258 United States; you can contact the 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?

The Planning Group of Scottsdale, LLC employees' email format typically follows the pattern of . 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?

The Planning Group of Scottsdale, LLC has approximately 4 employees as of February 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?

As of February 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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