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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
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Wealth Planning Resources, LLC's Leadership

  • Stylized image of a person
    J. S.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Owner And Facilitator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. B. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. Z.
    Marketing And Client Communications Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. B.
    Financial Advisor
    Phone icon
    Mobile Phone

Wealth Planning Resources, LLC Employee Metrics

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

Contact profiles from Wealth Planning Resources, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jul 31, 2024
  • Stylized image of a person
    J. M.
    Owner And Facilitator
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. S.
    Managing Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. R.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Feb 09, 2026
  • Stylized image of a person
    W. B. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 13, 2026
  • Stylized image of a person
    E. Z.
    Marketing And Client Communications Associate
    Phone icon
    Mobile Phone
    May 18, 2026
  • Stylized image of a person
    M. S.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Feb 09, 2026
  • Stylized image of a person
    W. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    M. R.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023

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. The company's main headquarters is located in 303 Wyman Street Suite 275 Waltham, Massachusetts United States; 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 May 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 May 2026, Wealth Planning Resources, LLC's key employees include:

  • Managing Partner: J. S.
  • Owner And Facilitator: J. M.
  • Managing Partner: J. S.
  • Relationship Manager: M. R.
  • Financial Advisor: W. B. C.

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