Wealth Planning Corporation
Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984. Our firm is committed to planning, coaching and advising. Our goal is to raise your confidence for a more secure financial future. Our Money Coaching System® is the result of years of practical experience and brings together all of the elements of finance, investments, and estate planning. Our unique process provides a methodical approach to organizing, forecasting and strategically planning your path to financial independence. As an independent Registered Investment Advisor, Wealth Planning Corporation eliminates the conflict of interest inherent in most financial service providers, which depend on brokerage commissions. This allows us to offer more objective and unbiased financial advice. WPC has the expertise you need to feel confident about your finances, your future and the decisions you make along the way.
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Verified contacts
12
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AD
Angie Dietrich
Vice President of Operations & Relationship Manager · Other
EmailPhone - LM
Louann McNamara
Administrative Associate · Operations
EmailPhone - TW
Tricia Winterman
Client Experience Coordinator · Customer/Client Service
EmailPhone - MJ
Michael Johnson
Founder Emeritus Wealth Advisor · Other
EmailPhone - JY
Jerry Yox
Lead Advisor · General Business & Management
EmailPhone - MH
Malea Hornback
Financial Advisor · Finance & Accounting
EmailPhone - NS
Noah Sayre
Financial Planning & Investment Associate · Finance & Accounting
EmailPhone - TD
Tim Dougherty
Financial Advisor · Finance & Accounting
EmailPhone - PS
Patrick Scarborough
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Wealth Planning Corporation
11 distinct titles indexed · top 10 shown.
- 2financial advisor
- 1administrative associate
- 1chief investment officer
- 1client experience coordinator
- 1financial planning & investment associate
- 1financial planning advisor
- 1founder emeritus wealth advisor
- 1lead advisor
- 1president
- 1vice president of operations & relationship manager
- +1more titles
Sign up to unlock all 12 contacts at Wealth Planning Corporation
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