Planning Alliance
We help individuals and families protect, grow, and ultimately leave a generational legacy. We provide business owners strategies that manage risk while remaining focused on long-term planning. We offer high-net-worth families and family offices private wealth management approaches and perspectives, tailored to their exclusive needs. Planning Alliance is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
7-day free trial · no credit card
Verified contacts
97
available on Kipplo
LinkedIn employees
121
51 to 200 range
Open roles
—
no listings
Distinct roles
41
indexed titles
Tech stack
2
tools in use
Monthly traffic
205
organic / mo
Sign up free to see all 97 verified contacts at Planning Alliance
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
97 contacts with verified email or phone · masked until revealed.
- BD
Brian Dragotto
Managing Director · General Business & Management
EmailPhone - BG
Brian Grande
Managing Director · General Business & Management
EmailPhone - GC
Gregory Campanile
Director of Investments · Finance & Accounting
EmailPhone - DR
David Radansky
Vice President - Life and Disability Insurance Brokerage · Finance & Accounting
EmailPhone - DI
Danielle Ingenito
Senior Client Services Manager · Customer/Client Service
EmailPhone - JD
Joshua dos Santos
Assistant Controller · Finance & Accounting
EmailPhone - AP
Aaron Pulinski
Financial Representative · Sales & Business Development
EmailPhone - JD
Jeff Dunst
Sales · Sales & Business Development
EmailPhone - JD
Jeffrey Dunst
Sales · Sales & Business Development
EmailPhone
Showing 9 of 97 verified contacts
Top roles at Planning Alliance
41 distinct titles indexed · top 10 shown.
- 21financial representative
- 11financial advisor
- 7agent
- 5broker
- 3financial specialist
- 3managing director
- 2consultant
- 2insurance broker
- 2portfolio analyst
- 2sales
- +31more titles
Sign up to unlock all 97 contacts at Planning Alliance
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 97 verified contacts at Planning Alliance
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.