Cetera Financial Group
Investment Banking
Company Overview
Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.
Employees by Level
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Top C-suite Members of Company
Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Brandon Dirkschneid | Chief Executive Officer | b****.@coordplan.com | |
| Robert Mundy | Director | r****y@coordplan.com | |
| Adam Bailey | Director | a****y@coordplan.com | |
| Emma Baker | Manager | e****r@coordplan.com | |
| Robert Mundy | Director | r****y@coordplan.com | |
| Adam Bailey | Director | a****y@coordplan.com | |
| Nan Merrill | Client Relationship Advocate | n****l@coordplan.com | |
| Kris Mrsny | Insurance Division Manager | k****y@coordplan.com |
Employees Contact
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Email Formats
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| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
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