Plannetics serves accomplished professionals from leading companies and institutions across the U.S., including privately held businesses. We offer personalized strategies in retirement planning, investment management, tax reduction, and estate planning. With a client-first approach, Plannetics Financial empowers you to make informed decisions and build a secure financial future. Plan with purpose. Invest with confidence. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 500 108TH AVE NE STE 765 BELLEVUE, WA 98004 425-429-3021. Plannetics is not a registered broker/dealer and/or an investment advisor.
| Website | https://www.plannetics.com |
| Employees | 6 (5 on RocketReach) |
| Industry | Financial Services |
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Plannetics Questions
Claire Fruehauf is the Marketing Director of Plannetics.
5 people are employed at Plannetics.
Top Plannetics Employees
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Claire Fruehauf
Marketing Director at Plannetics
Bellevue, WA, US2 -
Aaron McDermott
Senior Financial Planner at Plannetics
Seattle, WA, US1 -
Michel Smith
Sr. Financial Planner at Plannetics
Bellevue, WA, US21 -
Mark Serafini
Senior Financial Planner at Plannetics
Bellevue, WA, US11 -
Spencer Gering
Administrative Assistant at Plannetics
Bellevue, WA, US1
