Leanne With The Plan Plancic
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Leanne With The Plan Plancic Email & Phone Number

Retirement Planning Specialist at Equitable Advisors
Location: Bellevue, Washington, United States 15 work roles 2 schools
1 phone found area 206 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 phone

Direct phone (206) ***-****
LinkedIn Profile matched
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Current company
Equitable Advisors
Role
Retirement Planning Specialist
Location
Bellevue, Washington, United States
Company size
58 employees

Who is Leanne With The Plan Plancic? Overview

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Quick answer

Leanne With The Plan Plancic is listed as Retirement Planning Specialist at Equitable Advisors, a with 58 employees, based in Bellevue, Washington, United States. AeroLeads shows phone signal with area code 206 and a matched LinkedIn profile for Leanne With The Plan Plancic.

Leanne With The Plan Plancic previously worked as member at Greater Seattle Business Association - Gsba and Board Member at Coordinators Of Patient Services. Leanne With The Plan Plancic holds Retirement Planning Specialist Designation from University Of Pennsylvania - The Wharton School.

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Email format at Equitable Advisors

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Equitable Advisors

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Profile bio

About Leanne With The Plan Plancic

Leanne With The Plan Plancic is a Retirement Planning Specialist at Equitable Advisors.

Current workplace

Leanne With The Plan Plancic's current company

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Equitable Advisors
Equitable Advisors
Retirement Planning Specialist
Bellevue, WA, US
Website
thegsba.org
Employees
58
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15 roles · 19 years

Leanne With The Plan Plancic work experience

A career timeline built from the work history available for this profile.

Retirement Planning Specialist

Current
Equitable Advisors

CA Insurance Lic # 0I47340.Leanne with the Plan is not owned or operated by Equitable Advisors or its affiliates.

Jan 2020 - Present

Board Member

Current
Coordinators Of Patient Services

Bellevue Wa

Dec 2013 - Present

Ambassador And Member

Coordinators Of Patient Services

Bellevue

2012 - Nov 2013

Member

Current
Greater Seattle Chamber Of Commerce
2009 - Present ~17 yrs 6 mos

Retirement Planning Specialist

Axa Advisors

Bellevue

People I Help the Most:1.) LGBT/ Same-Sex Couples – Special considerations even with federal recognition 2.) Women Professionals – Women live longer; thus have to plan for a longer retirement3.) Young Professionals – Save less money now (vs. later) to reach your goals4.) Changed Jobs – Don’t leave your old 401(k) behind at your old company5.) Newly Married – Plan your financial goals together6.) Divorced / Widow – Time to rebuild & be in control of your finances7.) New Moms and Dads – Protect your kids with Life Insurance, set up College Funds8.) Moved to the Area – Find a local financial resource9.) 50 Year Olds – seeing how Long-Term Care Insurance can keep you from being a financial burden on your kids. 10.) 5-10 years from Retirement– Take steps to protect your nest egg before you retire – Make sure you don't outlive your money11.) Inheritances – Make sure you invest that money responsibly12.) Business Owners – Set up Retirement Accts., Tax Shelters to help you keep more of your profits – Use Life Insurance to play an important part in funding cost effective strategies for businesses and family protection issues.I am dedicated to creating a safe place for same-sex couples and members of the LGBT community (lesbian, gay, bisexual, transgender) when it comes to financial planning. I sit on our AXA Advisors LGBT Advisory Board. I am also passionate about working with women professionals. Women statistically live longer, so our money has to last longer. We often take time off of work to raise our families, giving us less time to save money for our future. When you educate a woman, she educates her family, and we educate our community.AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information &Disclosures: http://bit.ly/2f98X9d. CA Insurance Lic # 0I47340. Leanne with the Plan is not owned or operated by AXA Advisors or its affiliates.

2008 - Dec 2019

Member

Professional Women In Building
2009 - Oct 2014

Member

Aegis Resouce Council

Kirkland

2011 - Jan 2014

Ambassador And Member

Senior Care Coalition
2011 - 2013 ~2 yrs

Member

Ewomen Network
2009 - 2012 ~3 yrs
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at thegsba.org. View company contacts for 58 employees →

ND Nick Davenport Nick Davenport Colleague at Equitable AdvisorsEdmonds, Washington, United States View → JS Jivan Saimone Jivan Saimone Colleague at Equitable AdvisorsAuckland, New Zealand View → MT Marie Toussaint Marie Toussaint Colleague at Equitable AdvisorsFort Lauderdale, Florida, United States View → SH Stacy Harbour-Van Hoy Stacy Harbour-Van Hoy Colleague at Equitable AdvisorsSeattle, Washington, United States View → DL Devonshire Lokke Devonshire Lokke Colleague at Equitable AdvisorsSeattle, Washington, United States View → SP Sat Prakash Chaurasie Sat Prakash Chaurasie Colleague at Equitable AdvisorsNoida, Uttar Pradesh, India View → CA Carlos A. Chavez Carlos A. Chavez Colleague at Equitable AdvisorsSeattle, Washington, United States View → SS Shane Smith Shane Smith Colleague at Equitable AdvisorsSeattle, Washington, United States View → PM Phool Mohd Phool Mohd Colleague at Equitable AdvisorsSaharanpur, Uttar Pradesh, India View → NA Nathan Akoulouga Nathan Akoulouga Colleague at Equitable AdvisorsGabon View →
2 education records

Leanne With The Plan Plancic education

FAQ

Frequently asked questions about Leanne With The Plan Plancic

Quick answers generated from the profile data available on this page.

What company does Leanne With The Plan Plancic work for?

Leanne With The Plan Plancic works for Equitable Advisors.

What is Leanne With The Plan Plancic's role at Equitable Advisors?

Leanne With The Plan Plancic is listed as Retirement Planning Specialist at Equitable Advisors.

What is Leanne With The Plan Plancic's phone number?

AeroLeads has found 1 phone signal(s) with area code 206 for Leanne With The Plan Plancic at Equitable Advisors.

Where is Leanne With The Plan Plancic based?

Leanne With The Plan Plancic is based in Bellevue, Washington, United States while working with Equitable Advisors.

What companies has Leanne With The Plan Plancic worked for?

Leanne With The Plan Plancic has worked for Equitable Advisors, Greater Seattle Business Association - Gsba, Coordinators Of Patient Services, Greater Seattle Chamber Of Commerce, and Axa Advisors.

Who are Leanne With The Plan Plancic's colleagues at Equitable Advisors?

Leanne With The Plan Plancic's colleagues at Equitable Advisors include Nick Davenport, Jivan Saimone, Marie Toussaint, Stacy Harbour-Van Hoy, and Devonshire Lokke.

How can I contact Leanne With The Plan Plancic?

You can use AeroLeads to view verified contact signals for Leanne With The Plan Plancic at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Leanne With The Plan Plancic attend?

Leanne With The Plan Plancic holds Retirement Planning Specialist Designation from University Of Pennsylvania - The Wharton School.

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