Wealth Planning Group Email Formats

Financial Services • Santa Clarita, California, United States • 11-20 Employees

Wealth Planning Group Email Formats

Wealth Planning Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

Key Contact at Wealth Planning Group

Bill Grigorieff

Owner

Company overview

Headquarters	25152 Springfield Ct., Suite 345, Valencia, CA 91355, US
Phone number	+16612595559
Website	wealthplanninggroup.net
NAICS	52
SIC	628
Keywords	Insurance Planning, Financial Planning, Investment Management, Legacy Planning
Founded	2007
Employees	11-20
Socials

About Wealth Planning Group

The Wealth Planning Group is a boutique private client firm dedicated to providing wealth planning services to individuals and families seeking independent, comprehensive and objective advice. Our partners are Certified Financial Planners with over 20 years of planning and investing experience. Either by working in tandem with your existing advisors or by developing one with you, the Wealth Planning Group believes that a "team" approach allows us to provide the highest quality planning. We believe that true wealth is not measured by monetary assets alone, but encompasses your unique values, passions and dreams. We help our clients define the footprint they leave behind.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Wealth Planning Group has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Wealth Planning Group has never raised funding before.

Wealth Planning Group Tech Stack

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

Apache HTTP Server

Web servers

Priority Hints

Performance

jQuery

JavaScript libraries

GoDaddy

Hosting

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Divi

Page builders

jQuery Migrate

JavaScript libraries

MySQL

Databases

RSS

Miscellaneous

Cloudinary

CDN

Frequently asked questions

Wealth Planning Group is located in Santa Clarita, California, US.

You can reach Wealth Planning Group at +16612595559.

Wealth Planning Group was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Planning Group

Bill Grigorieff

Owner

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