About Financial Plan Inc.
Financial Plan Inc. is a Financial Service company, headquartered in Bellingham, with 51 - 200 employees and annual revenue of $5M - $20M.
Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, ...
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Financial Plan Inc. Company Highlights
Phone Number
(360) 714-xxxx
Corporate Office Address
2115 Barkley Boulevard
Bellingham, 98226
Website
Financial Plan Inc. Org
Financial Plan Inc. has 5 VP, 3 Director, 2 Manager, and 6 Other employees.
Financial Plan Inc. Decision Makers
- CEOJuan C Franco
Financial Plan Inc.'s Tech Stack
Frequently Asked Questions About
Financial Plan Inc.
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Who is the CEO of Financial Plan Inc.?
The CEO of Financial Plan Inc. is Juan C Franco. See full contact details ›
How many senior employees does Financial Plan Inc. have?
Financial Plan Inc. has 10 senior employees that are typically used for decision making.
Who are the key decision makers at Financial Plan Inc.?
Key decision makers at Financial Plan Inc. include Juan C Franco (CEO). See full contact details ›
What technologies does Financial Plan Inc. use?
Financial Plan Inc. uses technologies including AddThis, Apache HTTP Server, and CallRail.
How do I contact Financial Plan Inc.?
To contact Financial Plan Inc., visit financialplaninc.com.
What companies are similar to Financial Plan Inc.?
Companies similar to Financial Plan Inc. include Jackson Hewitt Tax Service Inc., First Data Merchant Services, and BCI.
Where is Financial Plan Inc. headquartered?
Financial Plan Inc. is headquartered at 2115 Barkley Boulevard, Bellingham.
What is the main phone number for Financial Plan Inc.?
The main phone number for Financial Plan Inc. is (360) 714-xxxx.
What is the official website for Financial Plan Inc.?
The official website for Financial Plan Inc. is financialplaninc.com.
What is the annual revenue of Financial Plan Inc.?
The annual revenue of Financial Plan Inc. is $5M - $20M.
How many employees does Financial Plan Inc. have?
Financial Plan Inc. has 51 - 200 employees.
What industry is Financial Plan Inc. in?
Financial Plan Inc. is in the Financial Service industry.
Last updated: July 22, 2025