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WealthPlan Financial Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

WealthPlan Financial Group is an independent, comprehensive financial services firm located in Charlotte, North Carolina. It provides an array of services, including financial planning, wealth management, risk management, and corporate and business solutions. The firm serves individuals, families, businesses, corporations, and family offices, addressing a broad set of financial needs through its advisory offerings.

Securities are offered through Cambridge Investment Research, Inc., a registered broker-dealer, with advisory services provided through Cambridge Investment Research Advisors, Inc.; WealthPlan Financial Group, LLC and Cambridge are not affiliated. The company notes a small professional team and positions itself within the broader financial services industry as an independent practitioner. In January 2024, it received multiple industry recognitions for digital initiatives and personal finance products, reflecting notable recognition in technology-enabled wealth management.

Find WealthPlan Financial Group employees' phone numbers or email addresses

WealthPlan Financial Group Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Oceania
1

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  • Australia
    1

WealthPlan Financial Group's Leadership

  • Vice President, Operations And Financial Planning at WealthPlan Financial Group
    M. T.
    Vice President, Operations And Financial Planning
    Mobile Phone
  • Marketing Client Services Director at WealthPlan Financial Group
    S. B.
    Marketing Client Services Director
    Mobile Phone
  • Client Service Manager at WealthPlan Financial Group
    G. E.
    Client Service Manager
    Mobile Phone
  • Branch Operations at WealthPlan Financial Group
    C. C.
    Branch Operations
    Mobile Phone
  • Network Pc Technician at WealthPlan Financial Group
    B. C.
    Network Pc Technician
    Mobile Phone
  • Shared Plan Advantage Consultant at WealthPlan Financial Group
    W. B.
    Shared Plan Advantage Consultant
    Mobile Phone

WealthPlan Financial Group Employee Metrics

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

Contact profiles from WealthPlan Financial Group

Name
Title
Contact
Location
Last Update
  • Vice President, Operations And Financial Planning at WealthPlan Financial Group
    M. T.
    Vice President, Operations And Financial Planning
    Mobile Phone
    Oct 16, 2024
  • Marketing Client Services Director at WealthPlan Financial Group
    S. B.
    Marketing Client Services Director
    Mobile Phone
    Oct 16, 2024
  • Client Service Manager at WealthPlan Financial Group
    G. E.
    Client Service Manager
    Mobile Phone
    Sep 14, 2026
  • Branch Operations at WealthPlan Financial Group
    C. C.
    Branch Operations
    Mobile Phone
    Mar 25, 2026
  • Network Pc Technician at WealthPlan Financial Group
    B. C.
    Network Pc Technician
    Mobile Phone
    Oct 22, 2024
  • Shared Plan Advantage Consultant at WealthPlan Financial Group
    W. B.
    Shared Plan Advantage Consultant
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is WealthPlan Financial Group known for?

Minus sign iconPlus sign iconWealthPlan Financial Group operates in the Financial Services industry. Explore WealthPlan Financial Group's company overview page for more information.

What is WealthPlan Financial Group's most common email format?

Minus sign iconPlus sign iconWealthPlan Financial Group employees' email format typically follows the pattern of FLast@wealthplanfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more WealthPlan Financial Group email formats with LeadIQ.

How many employees does WealthPlan Financial Group have currently?

Minus sign iconPlus sign iconWealthPlan Financial Group has approximately 9 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are WealthPlan Financial Group's key employees and leadership?

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As of September 2026, WealthPlan Financial Group's key employees include:

  • Vice President, Operations And Financial Planning: M. T.
  • Marketing Client Services Director: S. B.
  • Client Service Manager: G. E.
  • Branch Operations: C. C.
  • Network Pc Technician: B. C.

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