Retirement Planners of America
Financial Services
Plano, Texas, United States
105 employees
- Employees
- 105
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Retirement Planners of America Overview
- Headquarters
- Plano, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- retirementplannersofamerica.com
- Industry
- Financial Services
- Employees
- 105
- Founded
- 1997
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Retirement Planners of America
This page is a publication of RPOA Advisors, Inc. (d/b/a Retirement Planners of America) Retirement Planners of America manages over $3.58 billion for over 6,635 clients.* Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. (*As of 12/31/2023) “Liking” or “Sharing” content posted on this page does not constitute a testimonial or endorsement of RPOA's investment advisory services as that is highly regulated by the Securities and Exchange Commission. Any comments on this page or sharing of content with added commentary by any party, including those affiliated with RPOA, should not be considered a solicitation, endorsement or testimonial for RPOA's investment advisory services. Information presented on this page is believed to be current and factual, but accuracy is not guaranteed and should not be regarded as a complete subject analysis. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment, tax or estate planning advice. A licensed professional should be consulted before implementing any of the options presented. Information on this page is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities. Any hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto. RPOA's advisory services are offered through RPOA Advisors, Inc., which only transacts business in states where it is registered or is excluded/exempted from registration requirements. SEC registration does not constitute endorsement of the firm by the SEC, nor does it indicate the adviser has attained a particular level of skill or ability. For more information, visit https://www.rpoa.com/disclosures/
Retirement Planners of America Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Retirement Planners of America Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jim Ward | EVP at Retirement Planners of America | San Rafael, California, United States |
Email
|
| John Carty | Director of Retirement Concierge | Plano, Texas, United States |
Email
Phone
|
| John Broderick |
View
|
||
| Stephen Luby | Chief Revenue Officer | Dallas, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
29 profiles
Associate / junior
10 profiles
Executive
4 profiles
Director
4 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 2 |
| Executive | 5 | 5 | 5 |
| General | 5 | 5 | 3 |
| Sales | 4 | 4 | 2 |
| Operations | 3 | 3 | 0 |
| IT | 1 | 1 | 0 |
Retirement Planners of America Tech Stack
Data / AI
2 profiles
Compare Similar Companies to Retirement Planners of America
Fidelity Investments
Financial Services
Mariner
Financial Services
Allworth Financial
Financial Services
Vantage Point
It Services And It Consulting
Smith Anglin Financial
Financial Services
The Cascade365 Family of Companies
Financial Services
Money Matters with Ken Moraif
Financial Services
Peak Capital Solutions
Investment Management
DaVinci Capital Partners
Financial Services
Windfall Advisors
Investment Management