What departments does The Spectrum Planning Group have?

The Spectrum Planning Group has employees across 3 departments including Operations, Finance, Sales.

What is the largest department at The Spectrum Planning Group?

The largest department at The Spectrum Planning Group is Finance with 3 employees.

Where are The Spectrum Planning Group employees located globally?

The Spectrum Planning Group has employees across 1 continents and 1 countries including United States Of America.

How has The Spectrum Planning Group's team size changed over time?

The Spectrum Planning Group's team has grown from approximately 4 to 6 employees based on available data.

The Spectrum Planning Group Employee Directory

Financial ServicesFlorida, United States2-10 Employees

The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses.  Our sister company, Spectrum LTC provides insurance planning focusing on Long Term Care and Life Insurance, while Spectrum Mortgage Planning assists clients to integrate their mortgage into their overall financial strategy.

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

The Spectrum Planning Group Global Highlights

North America
12

United States Of America
12

The Spectrum Planning Group's Leadership

H. P.
Vp Operations
Mobile Phone
Email
D. M.
Senior Strategist
Mobile Phone
Email
M. P.
Financial Services Coordinator
Mobile Phone
Email
C. L.
Financial Advisor
Mobile Phone
Email
J. L. D.
Financial Advisor
Mobile Phone
Email
R. J.
Sister
Mobile Phone
Email
S. H.
Intern
Mobile Phone
Email
S. D.
Executive Sales Assistant
Mobile Phone
Email

The Spectrum Planning Group Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from The Spectrum Planning Group

Name

Title

Contact Info

Location

Last Update

H. P.
Vp Operations
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
D. M.
Senior Strategist
Mobile Phone
Email
United StatesFlorida
Sep 12, 2025
M. P.
Financial Services Coordinator
Mobile Phone
Email
United StatesFlorida
Sep 10, 2025
C. L.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
J. L. D.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Dec 23, 2024
R. J.
Sister
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. H.
Intern
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. D.
Executive Sales Assistant
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
J. S.
Operations Coordinator
Mobile Phone
Email
United StatesFlorida
Jan 27, 2026
K. O.
Securities Client Service Associate
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025

Frequently Asked Questions

What is The Spectrum Planning Group known for?

The Spectrum Planning Group was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 4730 Northwest Boca Raton Boulevard Suite 100 Boca Raton, Florida 33432 United States; you can contact the 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?

The Spectrum Planning Group employees' email format typically follows the pattern of . 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?

The Spectrum Planning Group has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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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