Capital Planning Systems, Inc
At Capital Planning Systems, Inc, we understand the information overload that individuals face as they attempt to put their financial lives on the proper economic path. We can help bring clarity to the process by mapping out a proven course to accomplish individual hopes and desires. Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses on your needs, wants and long-term goals. Our team of professionals has years of experience in creating road maps for success. We can help you address your needs of today and for many years to come. We look forward to helping you bring clarity to your chosen path. Advisory Services are offered through Creative Financial Designs, Inc, a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd, Kokomo, IN 46902. This email message may contain confidential information, and is intended only for the use of the persons to whom it was sent. If this message was received in error, please destroy the message and let us know about the error in transmission. The cfd companies cannot accept trade instructions sent through this email system.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
1 to 10
headcount range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
14
organic / mo
Sign up free to see all 5 verified contacts at Capital Planning Systems, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CG
Clint Griffin
Operations Manager · Operations
EmailPhone - BG
Blake Griffin
Client Services · Customer/Client Service
EmailPhone - KW
Karen Wilson
Administrative Assistant · Operations
EmailPhone - GG
Gene Griffin
Financial Advisor Financial Planner Estate Planner Certified Financial Planner Tax Planner · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Capital Planning Systems, Inc
5 distinct titles indexed · top 5 shown.
- 1administrative assistant
- 1assistant
- 1client services
- 1financial advisor financial planner estate planner certified financial planner tax planner
- 1operations manager
Sign up to unlock all 5 contacts at Capital Planning Systems, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Capital Planning Systems, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.