Waller Financial Planning Group, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy.

It is with great pleasure and responsibility to serve as our clients' trusted advisor. These valued relationships are built upon unbiased advice, exemplary service and a shared passion for their financial independence.

Find Waller Financial Planning Group, Inc. employees' phone numbers or email addresses

Waller Financial Planning Group, Inc. Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Waller Financial Planning Group, Inc.'s Leadership

  • Stylized image of a person
    C. K.
    Partner
    Phone icon
  • Stylized image of a person
    G. G.
    Executive Director
    Phone icon
  • Stylized image of a person
    B. W.
    Manager
    Phone icon
  • Stylized image of a person
    C. O.
    Senior Planner
    Phone icon
  • Stylized image of a person
    M. S. P.
    Financial Services Assistant
    Phone icon
  • Stylized image of a person
    C. H.
    Phone icon

Waller Financial Planning Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Waller Financial Planning Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Partner
    Phone icon
    United StatesFlorida
    Oct 24, 2025
  • Stylized image of a person
    G. G.
    Executive Director
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. W.
    Manager
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    C. O.
    Senior Planner
    Phone icon
    UNITED STATES
    Sep 17, 2025
  • Stylized image of a person
    M. S. P.
    Financial Services Assistant
    Phone icon
    Jul 07, 2024
  • Stylized image of a person
    C. H.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Waller Financial Planning Group, Inc. known for?

Minus sign iconPlus sign icon
Waller Financial Planning Group, Inc. was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 941 Chatham Lane Suite 212 Columbus, Ohio 43221 United States; you can contact the main corporate office by phone at . Explore Waller Financial Planning Group, Inc.'s company overview page for more information.

What is Waller Financial Planning Group, Inc.'s most common email format?

Minus sign iconPlus sign icon
Waller Financial Planning Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waller Financial Planning Group, Inc. email formats with LeadIQ.

How many employees does Waller Financial Planning Group, Inc. have currently?

Minus sign iconPlus sign icon
Waller Financial Planning Group, Inc. has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Waller Financial Planning Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Waller Financial Planning Group, Inc.'s key employees include:

  • Partner: C. K.
  • Executive Director: G. G.
  • Manager: B. W.
  • Senior Planner: C. O.
  • Financial Services Assistant: M. S. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.