Upperline Financial Planning Employee Directory

Financial Services0-1 Employees

We are a fee-only financial planning firm based in New Orleans. While most planners start with your money and then figure out how to fit your life into your money, we take the opposite approach. We believe we should start with your life and then help you find ways to make your money support and build the life that you want.

Find Upperline Financial Planning employees' phone numbers or email addresses

Upperline Financial Planning Global Highlights

North America
6

United States Of America
6

Upperline Financial Planning's Leadership

J. B.
Fee-Only Financial Planner And Founder
Mobile Phone
Email
A. D.
Director Of First Impressions
Mobile Phone
Email
K. E.
Senior Energy Consultant
Mobile Phone
Email
A. C.
Financial Planning Resident
Mobile Phone
Email
C. M.
Internship
Mobile Phone
Email
K. B.
Organizational Development Consultant
Mobile Phone
Email

Contact profiles from Upperline Financial Planning

Name

Title

Contact Info

Location

Last Update

J. B.
Fee-Only Financial Planner And Founder
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
A. D.
Director Of First Impressions
Mobile Phone
Email
United StatesLouisiana
Oct 23, 2024
K. E.
Senior Energy Consultant
Mobile Phone
Email
Jul 08, 2024
A. C.
Financial Planning Resident
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
C. M.
Internship
Mobile Phone
Email
United StatesMississippi
Sep 17, 2024
K. B.
Organizational Development Consultant
Mobile Phone
Email
United StatesLouisiana
Oct 21, 2024

Frequently Asked Questions

What is Upperline Financial Planning known for?

Upperline Financial Planning operates in the Financial Services industry. Explore Upperline Financial Planning's company overview page for more information.

What is Upperline Financial Planning's most common email format?

Upperline Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Upperline Financial Planning email formats with LeadIQ.

How many employees does Upperline Financial Planning have currently?

Upperline Financial Planning has approximately 1 employees as of December 2024. These team members are located across 1 continents, including North America.

Who are Upperline Financial Planning's key employees and leadership?

As of December 2024, Upperline Financial Planning's key employees include:

Fee-Only Financial Planner And Founder: J. B.
Director Of First Impressions: A. D.
Senior Energy Consultant: K. E.
Financial Planning Resident: A. C.
Internship: C. M.

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