Plancentric Financial Group Email Formats

Financial Services • Charlotte, North Carolina, United States • 11-20 Employees

Plancentric Financial Group Email Formats

Plancentric Financial Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@nm.com	100%

Key Contacts at Plancentric Financial Group

Ryan Saunders

Founder & Private Wealth Advisor

Sherry Boughman

Director Of Insurance

Caitlin Beringer

Director Of Marketing

Eva Buchanancates

Director Of Investment Services - Associate Wealth Management Advisor

Company overview

Headquarters	6235 Carnegie Blvd, Charlotte, North Carolina 28211, US
Phone number	+1532024797
Website	plancentricfinancial.com
NAICS	52
SIC	628
Founded	2018
Employees	11-20
Socials

About Plancentric Financial Group

Plancentric was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable retirement distribution strategy. At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients. Our team understands that everyone's situation and goals are unique, and it is our responsibility as your guide to listen, educate, and create a thoughtful and customized financial plan to help you realize those goals. We're confident we will positively impact our clients, their families, their businesses and their communities.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Plancentric Financial Group has 15 employees across 4 departments.

Departments

Number of employees

Funding Data

Plancentric Financial Group has never raised funding before.

Plancentric Financial Group Tech Stack

Discover the technologies and tools that power Plancentric Financial Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

YouTube

Video players

Frequently asked questions

Plancentric Financial Group is located in Charlotte, North Carolina, US.

You can reach Plancentric Financial Group at +1532024797.

Plancentric Financial Group was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Plancentric Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.