Planned Solutions Inc Information

View Top Employees from Planned Solutions Inc

Planned Solutions Inc is an independent Financial Planning Firm - located in Folsom, California.

Website	http://www.plannedsolutions.com
Revenue	$12.8 million
Employees	8 (8 on RocketReach)
Founded	1982
Address	1130 Iron Point Road 170, Folsom, California 95630, US
Phone	(916) 361-0100
Fax	(916) 361-0191
Technologies	JavaScript , HTML , Twitter +19 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Financial Advisor, Retirement Planning, Fiduciary Advisor, Investment Advice, Investment Management, Retirement Planning Services, Financial Security, Investment Strategies, Wealth Management, Portfolio Management, Long-Term Financial Planning, Estate Planning, Financial Consulting, Wealth Preservation, Risk Management, Tax Planning, Tax Optimization, Estate Planning Attorney, Financial Education
Competitors	Workday, ADP, Intuit, Paychex, Benefitfocus, Ultimate Software, Gusto, Paylocity, BambooHR, Ascender HCM +35 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Planned Solutions Inc Questions

What is the annual revenue of Planned Solutions Inc?

The Planned Solutions Inc annual revenue was $12.8 million in 2026.

Who is the Director of Operations, Chief Compliance Officer of Planned Solutions Inc?

Katie Dunnam is the Director of Operations, Chief Compliance Officer of Planned Solutions Inc.

How many people are employed at Planned Solutions Inc?

8 people are employed at Planned Solutions Inc.

Where is Planned Solutions Inc based?

Planned Solutions Inc is based in Folsom, California.

What is the NAICS code for Planned Solutions Inc?

The NAICS codes for Planned Solutions Inc are [52393, 5239, 523, 52].

What is the SIC code for Planned Solutions Inc?

The SIC codes for Planned Solutions Inc are [62, 628].

Top Planned Solutions Inc Employees

Katie Dunnam

Director of Operations, Chief Compliance Officer at Planned Solutions Inc

Folsom, CA, US
4
- plannedsolutions.com
- hotmail.com
- comcast.net
- aol.com
5+
- +1 916-361-XXXX
- +1 615-599-XXXX
- +1 916-834-XXXX
- +1 303-343-XXXX
- +1 303-904-XXXX
- +1 303-944-XXXX
Joel Ransford

Financial Planner, CPA, CFP at Planned Solutions Inc

Sacramento, CA, US
2
- gmail.com
- plannedsolutions.com
4
- +1 916-614-XXXX
- +1 916-987-XXXX
- +1 916-759-XXXX
- +1 916-400-XXXX
Malcolm Golding

Manager at Planned Solutions Inc

London, GB
Matthew Holder

Director at Planned Solutions Inc

New Zealand
1
- plannedsolutions.com

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