Continuum Planning Partners
Financial Services
12 Cadillac Drive
23 employees
- Employees
- 23
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Continuum Planning Partners Overview
- Headquarters
- 12 Cadillac Drive
- Phone Number
- Available in AeroLeads
- Website
- continuumplanningpartners.com
- Industry
- Financial Services
- Employees
- 23
- Founded
- 2016
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Continuum Planning Partners
Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We’ll show you the steps to meet your goals and help you execute them. We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed. As your “financial offensive coordinator” we help align your plan, gain clarity, and see the big picture of your financial future. Disclosures and licensing: https://cppadvisors.com/licenses/
Continuum Planning Partners Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Continuum Planning Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Debbie Jones | Client Services, Continuum Planning | Collierville, Tennessee, United States |
Email
|
| Amira Byrd | Director of Cultural Development | Johnson City, Tennessee, United States |
Email
Phone
|
| Bavy Lopez | Financial Planner at Continuum Planning | Knoxville, Tennessee, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
9 profiles
Manager
4 profiles
Associate / junior
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 2 |
| Sales | 3 | 3 | 1 |
| Executive | 2 | 2 | 1 |
| General | 2 | 2 | 0 |
| Operations | 2 | 2 | 0 |
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