Soundplanninggroup
A Medicare Agent at Sound Planning Group focuses on converting leads and promoting healthcare products/services to clients, helping them determine optimal coverage options and building strong client relationships.
Headquarters
Kirkland, Washington, United States
Company Size
11-50 employees
Founded
1998
Sound Planning Group is a Kirkland, Washington–based financial planning firm that provides personalized wealth management and advisory services to help individuals and families manage assets and pursue long‑term goals. Their advisors offer comprehensive financial planning and meet with clients to build strategies tailored to retirement, investment, and asset management needs. The firm maintains a local office (11411 NE 124th St., Suite 255) and is reachable by phone, and it also shares resources through social channels like Facebook, YouTube, and LinkedIn.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Soundplanninggroup.
54% below the average for this role