Fi Plan Partners, Llc
Website: https://fiplanpartners.com Investing Blog: https://fiplanpartners.com/insights/ We believe you are our number one priority. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a personalized and experienced financial services firm to build Your Financial House©. At Fi Plan Partners we use an innovative process called Your Financial House®, that considers all of these. We then build you a custom Financial Blueprint designed to: • reduce your anxieties • enhance your strengths • and give you the knowledge to do both You will work with our entire team of professionals. You will hear from us constantly concerning your portfolio and the financial markets. We communicate to give you the knowledge you need to reduce your anxieties about the "unknown." Note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA,CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN MO, MS, MT, NC, NE, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC© (sipc.org) Copyright 2022 Fi Plan Partners All rights reserved
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Verified contacts
14
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
11
indexed titles
Tech stack
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- AV
Adam Vansant
Senior Vice President of Operations & Advisory Services, Wealth Consultant · Other
EmailPhone - JH
Jason Hatley
Vice President Financial Planning Manager · Other
EmailPhone - MF
Makenzie F.
Financial Planning Coordinator · Finance & Accounting
EmailPhone - SM
Sonja McGittigan
Operations Specialist · Operations
EmailPhone - AP
Ashley Page
Senior Vice President, Wealth Consultant · Finance & Accounting
EmailPhone - FL
Felicia Ludlum
Chief Operating Officer · General Business & Management
EmailPhone - GP
Greg Powell
President and CEO · Other
EmailPhone - RL
Robert L. Moody
Senior Vice President, Wealth Consultant · Finance & Accounting
EmailPhone - TB
Trey Booth
Chief Investment Officer, Senior Vice President, Wealth Consultant · Other
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Fi Plan Partners, Llc
11 distinct titles indexed · top 10 shown.
- 2financial planning coordinator
- 2marketing manager
- 2senior vice president, wealth consultant
- 1chief investment officer, senior vice president, wealth consultant
- 1chief operating officer
- 1managing director-senior vice president and wealth consultant
- 1operations specialist
- 1president and ceo
- 1senior vice president of operations & advisory services, wealth consultant
- 1vice president and wealth consultant at fi plan partners, llc
- +1more titles
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