Alpha Planning
Alpha Planning is a financial services firm serving northeast Ohio and specializing in the needs of pre- and post-retirees. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
26
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- WL
Wendy Lange
Executive Administrator · General Business & Management
EmailPhone - AS
Aaron Simpson
Financial Advisor · Finance & Accounting
EmailPhone - MS
Megen Simpson
Office Operations · Operations
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Alpha Planning
5 distinct titles indexed · top 5 shown.
- 1associate financial advisor
- 1executive administrator
- 1financial advisor
- 1office operations
- 1operations team member
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