AeroLeads people directory · profile
Seth Hicks, Cfp® Email & Phone Number
Lead Paraplanner
at
paraplanner.ai
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Lead Paraplanner
Location
Grand Rapids, Michigan, United States
Company size
Who is Seth Hicks, Cfp®? Overview
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Quick answer
Seth Hicks, Cfp® is listed as Lead Paraplanner at paraplanner.ai, a company with 1 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Seth Hicks, Cfp®.
Seth Hicks, Cfp® previously worked as Financial Advisor at Covenant Trust and Director of Financial Planning at Munin. Seth Hicks, Cfp® holds Bachelor’S Degree, Business Management And Finance from Davenport University.
Company email context
Email format at paraplanner.ai
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paraplanner.ai
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Profile bio
About Seth Hicks, Cfp®
Seth Hicks, Cfp® is a Lead Paraplanner at paraplanner.ai.
Current workplace
Seth Hicks, Cfp®'s current company
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6 roles
Seth Hicks, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Aug 2024 - Present
Lead Paraplanner
Currentparaplanner.ai has developed a platform which makes it easy to delegate work to a team of dedicated paraplanners and assistants. This allows advisors to scale their practice without hiring more staff and reducing overhead. Paraplanner.ai helps advisors through financial planning, portfolio analysis, meeting agenda prep, AI data extraction, and more.
Sep 2023 - Present
Director Of Financial Planning
Enabling Enterprise RIAs to securely deploy LLM applications to give their financial advisors AI superpowers.
Sep 2023 - Aug 2024
Financial Planning Analyst
May 2018 - Sep 2023
Final Expense Planner
Christian Insurance Group
Feb 2017 - May 2018
2 education records
Seth Hicks, Cfp® education
Bachelor’S Degree, Business Management And Finance
Davenport University
Financial Planning And Services
Kaplan University
FAQ
Frequently asked questions about Seth Hicks, Cfp®
Quick answers generated from the profile data available on this page.
What company does Seth Hicks, Cfp® work for?
Seth Hicks, Cfp® works for paraplanner.ai.
What is Seth Hicks, Cfp®'s role at paraplanner.ai?
Seth Hicks, Cfp® is listed as Lead Paraplanner at paraplanner.ai.
Where is Seth Hicks, Cfp® based?
Seth Hicks, Cfp® is based in Grand Rapids, Michigan, United States while working with paraplanner.ai.
What companies has Seth Hicks, Cfp® worked for?
Seth Hicks, Cfp® has worked for Paraplanner.Ai, Covenant Trust, Munin, Brookstone Capital Management, and Christian Insurance Group.
How can I contact Seth Hicks, Cfp®?
You can use AeroLeads to view verified contact signals for Seth Hicks, Cfp® at paraplanner.ai, including work email, phone, and LinkedIn data when available.
What schools did Seth Hicks, Cfp® attend?
Seth Hicks, Cfp® holds Bachelor’S Degree, Business Management And Finance from Davenport University.
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