United Planners Financial Services Employee Directory

United Planners Financial Services Global Highlights

Location

Employees

North America

411

• United States Of America
  410
• Canada
  1

Asia

17

• India
  15
• Qatar
  1
• Saudi Arabia
  1

Oceania

13

• Australia
  13

Europe

4

• United Kingdom Of Great Britain And Northern Ireland
  2
• Ireland
  1
• Ukraine
  1

Africa

3

• South Africa
  3

North America accounts for 92% of United Planners Financial Services's workforce, followed by Asia (4%) and Oceania (3%).

United Planners Financial Services's Leadership

• 
  P. M.

  Chief Executive Officer

  Mobile Phone

  Email
• 
  J. L.

  Chief Executive Officer

  Mobile Phone

  Email
• 
  J. M.

  Chief Operating Officer

  Mobile Phone

  Email
• 
  F. A.

  President

  Mobile Phone

  Email
• 
  J. F.

  President

  Mobile Phone

  Email
• 
  J. R.

  President

  Mobile Phone

  Email
• 
  J. M.

  Founder & Managing Partner

  Mobile Phone

  Email
• 
  T. R.

  Founder And President

  Mobile Phone

  Email

United Planners Financial Services Employee Metrics

• Finance
• Administrative
• Support
• Analytics
• Consulting
• Other
• Operations
• Engineering
• Banking
• Legal
• Business
• Community & Social Services

Banking is the largest department at 58% of profiles with a known department, up from 0% in July 2025, followed by Legal (9%, up from 1%) and Consulting (7%, up from 3%).

Contact profiles from United Planners Financial Services

• 
  J. M.

  Founder & Managing Partner

  Mobile Phone

  Email

  India, Karnataka

  Jun 01, 2026
• 
  P. M.

  Chief Executive Officer

  Mobile Phone

  Email

  Aug 31, 2026
• 
  V. K.

  Proprietor

  Mobile Phone

  Email

  India, Punjab

  Jan 27, 2026
• 
  A. H.

  Partner

  Mobile Phone

  Email

  Oct 23, 2024
• 
  B. R.

  Owner

  Mobile Phone

  Email

  Ireland

  Jul 31, 2026
• 
  D. E.

  Owner

  Mobile Phone

  Email

  Oct 21, 2024
• 
  D. H.

  Owner

  Mobile Phone

  Email

  Oct 17, 2024
• 
  F. A.

  President

  Mobile Phone

  Email

  Oct 17, 2024
• 
  J. L.

  Chief Executive Officer

  Mobile Phone

  Email

  Oct 22, 2024
• 
  J. M.

  Chief Operating Officer

  Mobile Phone

  Email

  Oct 17, 2024

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Frequently Asked Questions

What are the largest departments at United Planners Financial Services?

Banking is the largest department at 58% of profiles with a known department, up from 0% in July 2025, followed by Legal (9%, up from 1%) and Consulting (7%, up from 3%). United Planners Financial Services's workforce spans 14 departments.

Where are United Planners Financial Services's employees located?

United Planners Financial Services has about 214 employees across 3 continents, most of them in North America. North America accounts for 92% of United Planners Financial Services's workforce, followed by Asia (4%) and Oceania (3%). By country, the largest groups are United States Of America (92%), India (3%) and Australia (3%).

How has United Planners Financial Services's workforce changed over the past year?

United Planners Financial Services's workforce fell 13% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 58%.

How many employees does United Planners Financial Services have currently?

United Planners Financial Services has approximately 214 employees as of October 2026. These team members are located across 5 continents, including North America, Asia and Oceania.

Who are United Planners Financial Services's key employees and leadership?

As of October 2026, United Planners Financial Services's key employees include:

• Chief Executive Officer: P. M.
• Chief Executive Officer: J. L.
• Chief Operating Officer: J. M.
• President: F. A.
• President: J. F.

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What is United Planners Financial Services's most common email format?

United Planners Financial Services employees' email format typically follows the pattern of FLast@unitedplanners.com. Trying to find reliable and up-to-date employee contact data? Find more United Planners Financial Services email formats with LeadIQ.

What is United Planners Financial Services known for?

United Planners Financial Services was founded in 1987 and operates in the Financial Services industry. You can contact United Planners Financial Services's main corporate office by phone at

+1-480-991-****

. Explore United Planners Financial Services's company overview page for more information.