Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.
View Top Employees from Financial Planning| Website | http://www.financial-planning.com |
| Revenue | $66 million |
| Employees | 173 (15 on RocketReach) |
| Founded | 1971 |
| Address | 1 State St, New York, New York 10004, US |
| Phone | (212) 803-8200 |
| Technologies |
JavaScript,
HTML,
PHP
+48 more
(view full list)
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| Industry | Online Audio and Video Media, Finance General, Content, Finance, Media and Entertainment, Online Portals, Internet Services, Publishing, Content and Publishing |
| Keywords | Financial News, Financial Analysis, Financial Data, Financial Advisor, Financial Insights, Financial Planning, Wealth Management, Bank |
| Competitors | Allegheny Financial Group, Moneta Group, StatePlus, Wealth Enhancement Group, Wealth Management, Inc. |
| SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Financial Planning Questions
The Financial Planning annual revenue was $66 million in 2024.
Alberto Jefferson is the Chief Investment Officer of Financial Planning.
15 people are employed at Financial Planning.
Financial Planning is based in New York, New York.
The NAICS codes for Financial Planning are [523, 52].
The SIC codes for Financial Planning are [6211, 62, 621].
Top Financial Planning Employees
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25
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12
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ViewAlberto Jefferson
Chief Investment Officer at Financial Planning
Secaucus, New Jersey, United States -
View
Kiran Kshirsagar
"IPDR ANALYZER ( Retirement and Insurance)" at Financial Planning
Pune, Maharashtra, India -
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