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Wealth Planning Resources, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Wealth Planning Resources, LLC is a financial services firm providing independent financial guidance designed to align clients' life goals with suitable financial solutions. Based in Waltham, Massachusetts, the organization has operated since 1993 and maintains a small professional team focused on honoring clients' trust, prioritizing goals, and delivering consistent, high-touch service.
Through its connector process, the firm assesses a client's situation, identifies opportunities, and recommends appropriate solutions, with ongoing annual reviews to keep plans on track. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser affiliated with FINRA and SIPC, while fixed insurance products are separate. The advisor associated with this profile operates within states where registered, reflecting the regulatory framework governing client engagements.

Find Wealth Planning Resources, LLC employees' phone numbers or email addresses

Wealth Planning Resources, LLC Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Wealth Planning Resources, LLC's Leadership

  • Stylized image of a person
    J. M.
    Owner And Facilitator
    Mobile Phone
  • Stylized image of a person
    J. S.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    E. Z.
    Marketing And Client Communications Associate
    Mobile Phone

Wealth Planning Resources, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Wealth Planning Resources, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M.
    Owner And Facilitator
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. S.
    Managing Partner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    E. Z.
    Marketing And Client Communications Associate
    Mobile Phone
    May 18, 2026

Frequently Asked Questions

What is Wealth Planning Resources, LLC known for?

Minus sign iconPlus sign iconWealth Planning Resources, LLC was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-781-547-****
. Explore Wealth Planning Resources, LLC's company overview page for more information.

What is Wealth Planning Resources, LLC's most common email format?

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

How many employees does Wealth Planning Resources, LLC have currently?

Minus sign iconPlus sign iconWealth Planning Resources, LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wealth Planning Resources, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wealth Planning Resources, LLC's key employees include:

  • Owner And Facilitator: J. M.
  • Managing Partner: J. S.
  • Marketing And Client Communications Associate: E. Z.

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