The Spectrum Planning Group
The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small businesses. Our sister company, Spectrum LTC provides insurance planning focusing on Long Term Care and Life Insurance, while Spectrum Mortgage Planning assists clients to integrate their mortgage into their overall financial strategy.
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Verified contacts
4
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
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tools in use
Monthly traffic
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DB
David Brown
Financial Advisor · Finance & Accounting
EmailPhone - MP
Margaret Pulecio
Financial Services Coordinator · Operations
EmailPhone - HP
Hedy Perper
VP Operations · Operations
EmailPhone - DM
David Meyers
Senior Strategist · General Business & Management
EmailPhone
Showing 4 of 4 verified contacts
Top roles at The Spectrum Planning Group
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1financial services coordinator
- 1senior strategist
- 1vp operations
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