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The Spectrum Planning Group Employee Directory

Financial ServicesFlorida, United States2-10 Employees

The Spectrum Planning Group is a small financial planning practice based in Boca Raton, Florida, offering retirement planning and investment advisory services. It serves individuals, families, and small businesses, helping them address long-term financial goals and wealth management needs. The firm works alongside related units focused on insurance planning, covering long-term care and life insurance, and mortgage integration within overall financial strategy.

Its services combine retirement, investments, insurance considerations, and mortgage planning to inform clients' financial decisions. The client base comprises individuals, families, and small business owners seeking structured guidance within the financial services industry. Additional information about the firm is available on its website, spectrumplanninggroup.com.

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

The Spectrum Planning Group Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

The Spectrum Planning Group's Leadership

  • Vp Operations at The Spectrum Planning Group
    H. P.
    Vp Operations
    Mobile Phone
  • Senior Strategist at The Spectrum Planning Group
    D. M.
    Senior Strategist
    Mobile Phone
  • Financial Services Coordinator at The Spectrum Planning Group
    M. P.
    Financial Services Coordinator
    Mobile Phone
  • Financial Advisor at The Spectrum Planning Group
    C. L.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at The Spectrum Planning Group
    J. L. D.
    Financial Advisor
    Mobile Phone
  • Sister at The Spectrum Planning Group
    R. J.
    Sister
    Mobile Phone
  • Intern at The Spectrum Planning Group
    S. H.
    Intern
    Mobile Phone
  • Executive Sales Assistant at The Spectrum Planning Group
    S. D.
    Executive Sales Assistant
    Mobile Phone

The Spectrum Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Banking

Contact profiles from The Spectrum Planning Group

Name
Title
Contact
Location
Last Update
  • Vp Operations at The Spectrum Planning Group
    H. P.
    Vp Operations
    Mobile Phone
    United States, Florida
    Oct 25, 2025
  • Senior Strategist at The Spectrum Planning Group
    D. M.
    Senior Strategist
    Mobile Phone
    United States, Florida
    Sep 12, 2025
  • Financial Services Coordinator at The Spectrum Planning Group
    M. P.
    Financial Services Coordinator
    Mobile Phone
    United States, Florida
    Sep 10, 2025
  • Financial Advisor at The Spectrum Planning Group
    C. L.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Financial Advisor at The Spectrum Planning Group
    J. L. D.
    Financial Advisor
    Mobile Phone
    United States, Colorado
    Dec 23, 2024
  • Sister at The Spectrum Planning Group
    R. J.
    Sister
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Intern at The Spectrum Planning Group
    S. H.
    Intern
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Executive Sales Assistant at The Spectrum Planning Group
    S. D.
    Executive Sales Assistant
    Mobile Phone
    United States, Florida
    Oct 17, 2024
  • Operations Coordinator at The Spectrum Planning Group
    J. S.
    Operations Coordinator
    Mobile Phone
    United States, Florida
    May 31, 2026
  • Securities Client Service Associate at The Spectrum Planning Group
    K. O.
    Securities Client Service Associate
    Mobile Phone
    United States, Florida
    May 29, 2026

Frequently Asked Questions

What is The Spectrum Planning Group known for?

Minus sign iconPlus sign iconThe Spectrum Planning Group was founded in 1994 and operates in the Financial Services industry. You can contact The Spectrum Planning Group's main corporate office by phone at
+1-314-822-****
. Explore The Spectrum Planning Group's company overview page for more information.

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

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

How many employees does The Spectrum Planning Group have currently?

Minus sign iconPlus sign iconThe Spectrum Planning Group has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Vp Operations: H. P.
  • Senior Strategist: D. M.
  • Financial Services Coordinator: M. P.
  • Financial Advisor: C. L.
  • Financial Advisor: J. L. D.

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