LeadIQ logo
Learn more at LeadIQ.com

Wealth Mode Financial Planning Employee Directory

Financial ServicesUtah, United States2-10 Employees

Wealth Mode Financial Planning is a small financial services firm based in Bountiful, Utah. It offers holistic financial planning and investment guidance aimed at young professionals carrying substantial student loan debt. Typical clients are recent graduates in their late 20s to mid-30s, with about $218,000 in student loans and household incomes in the $200,000 to $250,000 range, seeking diversification across stocks, real estate, and business ownership, and planning for a phased retirement. The firm operates with a compact team within the financial services industry and focuses on a niche that combines planning and investment advice for debt-heavy, high-earning early-career clients. It serves clients in the United States and emphasizes a holistic approach to finances rather than a product-first strategy.

Find Wealth Mode Financial Planning employees' phone numbers or email addresses

Wealth Mode Financial Planning Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Wealth Mode Financial Planning's Leadership

  • Stylized image of a person
    J. C.
    Owner, Fee-Only Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Paraplanner
    Phone icon
    Mobile Phone

Wealth Mode Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Wealth Mode Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Owner, Fee-Only Financial Planner
    Phone icon
    Mobile Phone
    United StatesUtah
    May 29, 2026
  • Stylized image of a person
    K. R.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesUtah
    Jan 28, 2026
  • Stylized image of a person
    T. W.
    Paraplanner
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 17, 2024

Frequently Asked Questions

What is Wealth Mode Financial Planning known for?

Minus sign iconPlus sign iconWealth Mode Financial Planning was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 270 South Main Street Suite 112 Bountiful, Utah United States. Explore Wealth Mode Financial Planning's company overview page for more information.

What is Wealth Mode Financial Planning's most common email format?

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

How many employees does Wealth Mode Financial Planning have currently?

Minus sign iconPlus sign iconWealth Mode Financial Planning has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Wealth Mode Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Wealth Mode Financial Planning's key employees include:

  • Owner, Fee-Only Financial Planner: J. C.
  • Paraplanner: K. R.
  • Paraplanner: T. W.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.