Continuum Planning Partners
Company Management

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
Industry
Financial Services
Employees
23
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

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 Contact
Debbie Jones Client Services, Continuum Planning
Email
Amira Byrd Director of Cultural Development
Email Phone
Bavy Lopez Financial Planner at Continuum Planning
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 Email 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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