Financial Independence Planning Email Formats
Financial Services • 
Plymouth, Pennsylvania, United States • 21-50 Employees
Financial Independence Planning Email Formats
Financial Independence Planning uses 3 email formats. The most common is {first initial} (e.g., j@myfipadvisor.com), used 52.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@myfipadvisor.com | 52.4% |
{first name} | john@myfipadvisor.com | 42.9% |
{first initial}.{last name} | j.doe@myfipadvisor.com | 4.8% |
Key Contacts at Financial Independence Planning
Carolyn Choh
Chief Marketing Officer, Financial Independence Planning, Llc
Harry E. Keller
Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
Company overview
| Headquarters | 1495 Alan Wood Rd, Conshohocken, Pennsylvania 19428, US |
| Phone number | +16108255521 |
| Website | |
| NAICS | 52 |
| Keywords | Debt Management, Budgeting, Tax Planning, Insurance Planning, Risk Analysis, College Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Cash Flow Analysis, Transition Planning, Wills & Trusts, Tax Loss Harvesting, Social Security Analysis, Roth Conversions, Wholistic Financial Planning, Multi-Generational Financial Planning, Annuities & Pensions, Rmds & Withdrawal Strategies |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
About Financial Independence Planning
For 30 years, Financial Independence Planning, LLC™ (FIP) has helped individuals, families, and businesses achieve financial independence through personalized wealth management and strategic planning. Whether managing small estates or multi-generational wealth, our team-based approach ensures expert guidance and exceptional client service. As a premier financial planning firm in the Tri-State area, we’ve built lasting relationships through client referrals, educational seminars, and engaging events. Many clients have trusted us since our early years, and we continue to support their families’ financial futures. The advisors at FIP are seasoned professionals who use the Financial Independence Planning Process® -- a unique 8-step system. It is arranged to help ensure that the components of your assets, income, and expenses are organized in a structured, logical, and customized Financial Independence Plan®. We collaborate with in-house CPAs, estate attorneys, and your trusted professionals to create a comprehensive financial strategy. Our dedicated client service team ensures a seamless, high-quality experience. 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 610-825-5521 | www.myfipadvisor.com Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Financial Independence Planning has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Financial Independence Planning has never raised funding before.
Financial Independence Planning Tech Stack
Discover the technologies and tools that power Financial Independence Planning's digital infrastructure, from frameworks to analytics platforms.
CDN
Hosting
Security
India
Germany
United Kingdom
Australia
Frequently asked questions
4.8
40,000 users
