Catalyst Planning Partners
Financial Services
Chicago, Illinois, United States
11 employees
- Employees
- 11
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Catalyst Planning Partners Overview
- Headquarters
- Chicago, Illinois, United States
- Website
- www.catalyst.nm.com
- Industry
- Financial Services
- Employees
- 11
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Catalyst Planning Partners
We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.
Catalyst Planning Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Catalyst Planning Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cassandra Lujan, Mba | Director of Investment Operations | Chicago, Illinois, United States |
View
|
| Raymond Lee, Clu®, Cfp® | Wealth Management Advisor | Greater Chicago Area, United States |
Email
|
| Joseph Smith I Founder L Wealth Advisor L Professor L Coach | Cfp - Wealth Advisor @ Catalyst | Greater Chicago Area, United States |
Email
Phone
|
| Richard Woo | Partner and Modern Wealth Advisor | Irvine, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
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