Together Planning
Together Planning is an independent, fee-only fiduciary RIA firm providing comprehensive financial planning and investment management. We strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more. Advisory services offered through Mallini Complete Financial Planning, LLC a registered investment adviser. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
37
organic / mo
Sign up free to see all 5 verified contacts at Together Planning
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.
- JA
John Abernethy
Financial Planner · Finance & Accounting
EmailPhone - LB
Lia Bertelson
Certified Financial Planner · Finance & Accounting
EmailPhone - JM
Jud Mallini
Co-founder, Financial Planner · Finance & Accounting
EmailPhone - ML
Melissa Land
Director of Operations · Operations
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Together Planning
4 distinct titles indexed · top 4 shown.
- 2co-founder, financial planner
- 1certified financial planner
- 1director of operations
- 1financial planner
Sign up to unlock all 5 contacts at Together Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Together Planning
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.