Common Cents Planning
Our Philosophy Building long-term relationships is our priority at Common Cents Planning. We start the journey by taking the time to understand each of our clients personally. Together, we carefully chart a course to pursue financial success, using prudent wealth management strategies. Since 1985, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission. Common Cents Planning is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth understanding of your financial situation and your values as they relate to your financial plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Securities offered through Commonwealth Financial Network®, member a Registered Investment Adviser. Advisory services offered through Planning Directions Inc, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products/services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- KS
Kimberly Schneider
Sales Executive · Sales & Business Development
EmailPhone - BM
Bill Muller
Financial Advisor · Finance & Accounting
EmailPhone - CD
Caitlyn Dunbar
Client Relationship Specialist · Customer/Client Service
EmailPhone - KL
Kevin Lake
Financial Advisor · Finance & Accounting
EmailPhone - PH
Patricia Helms
Administrative Assistant · Operations
EmailPhone - VP
Victoria Provost
Financial Advisor · Finance & Accounting
EmailPhone - ME
Matthew Ellis
President · General Business & Management
EmailPhone
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Top roles at Common Cents Planning
6 distinct titles indexed · top 6 shown.
- 3financial advisor
- 2administrative assistant
- 2client relationship specialist
- 1paraplanner
- 1president
- 1sales executive
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