Beacon Retirement Planning Group Email Formats
Financial Services • 
Carlsbad, California, United States • 1-10 Employees
Beacon Retirement Planning Group Email Formats
Beacon Retirement Planning Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@brpg-inc.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brpg-inc.com | 60% |
{first name}{last name} | johndoe@brpg-inc.com | 40% |
Key Contacts at Beacon Retirement Planning Group
Kelly J. Carter
Ceo
Lisa Vanderfin
Director Of Marketing
Company overview
| Headquarters | 2100 Palomar Airport Road, Suite 214-8, Carlsbad, California 92011, US |
| Phone number | +17606920775 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Planning, Income Planning, Estate Planning, Retirement Income Strategies, Social Security Planning, Wealth Strategies, Legal Planning, Medicare Planning, Ira & 401 (K) Rollovers |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
About Beacon Retirement Planning Group
Beacon Retirement Planning Group, Inc. was founded on the principle that our clients’ interests always come first. Building on this tradition, we are proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. Our goal is to connect your money to your life. Who you are and what you care about is of paramount importance to the work we do together. As your Financial Life Planners, we will help you to define and design your unique version of “the rich life”. This dynamic team-based endeavor will allow us to develop a comprehensive financial life plan that aligns with your values and priorities, and supports your life goals. It is important to select an advisory firm who truly cares about what is most important to you and understands your needs and aspirations.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Beacon Retirement Planning Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Beacon Retirement Planning Group has never raised funding before.
Beacon Retirement Planning Group Tech Stack
Discover the technologies and tools that power Beacon Retirement Planning Group's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Italy
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