About United Planners Financial Services
United Planners Financial Services is a Financial Service company, headquartered in Scottsdale, with 201 - 500 employees and annual revenue of $100M - $500M.
United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financia...
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United Planners Financial Services Company Highlights
Phone Number
(800) 966-xxxx
Corporate Office Address
7333 East Doubletree Ranch Road
Scottsdale, 85258
Website
Industries Served
Financial ServiceNumber of Employees
201 - 500 Employees
Company Revenue
$100M - $500M
United Planners Financial Services Email Format
The most common United Planners Financial Services email format is [f][last] (ex. jdoe@unitedplanners.com), currently being used by 99% of United Planners Financial Services business email addresses. There are 10 email formats used by United Planners Financial Services.
United Planners Financial Services Org
United Planners Financial Services has 8 C-Level, 7 VP, 1 Director, 22 Manager, 24 Senior, 116 Mid-Level, and 6 Other employees.
United Planners Financial Services Decision Makers
- CEOMichael Baker
- CFOChad Shindel
- CMOBilly Oliverio
United Planners Financial Services's Tech Stack
Frequently Asked Questions About
United Planners Financial Services
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Who is the CEO of United Planners Financial Services?
The CEO of United Planners Financial Services is Michael Baker. See full contact details ›
Who is the CMO of United Planners Financial Services?
The CMO of United Planners Financial Services is Billy Oliverio. See full contact details ›
Who is the CFO of United Planners Financial Services?
The CFO of United Planners Financial Services is Chad Shindel. See full contact details ›
How many senior employees does United Planners Financial Services have?
United Planners Financial Services has 62 senior employees that are typically used for decision making.
What email format does United Planners Financial Services use?
The most common United Planners Financial Services email format is {f}{last} (e.g. jdoe@unitedplanners.com).
Who are the key decision makers at United Planners Financial Services?
Key decision makers at United Planners Financial Services include Michael Baker (CEO), Chad Shindel (CFO), and Billy Oliverio (CMO). See full contact details ›
What technologies does United Planners Financial Services use?
United Planners Financial Services uses technologies including Atlassian, Cloudflare, and Contact Form.
How do I contact United Planners Financial Services?
To contact United Planners Financial Services, visit unitedplanners.com.
What companies are similar to United Planners Financial Services?
Companies similar to United Planners Financial Services include AllianceBernstein, Ares Management Corporation, and CCM.
Where is United Planners Financial Services headquartered?
United Planners Financial Services is headquartered at 7333 East Doubletree Ranch Road, Scottsdale.
What is the main phone number for United Planners Financial Services?
The main phone number for United Planners Financial Services is (800) 966-xxxx.
What is the official website for United Planners Financial Services?
The official website for United Planners Financial Services is unitedplanners.com.
What is the annual revenue of United Planners Financial Services?
The annual revenue of United Planners Financial Services is $100M - $500M.
How many employees does United Planners Financial Services have?
United Planners Financial Services has 201 - 500 employees.
What industry is United Planners Financial Services in?
United Planners Financial Services is in the Financial Service industry.
Last updated: November 4, 2025