Planning Zoo
Financial ServicesView the employees at
Planning Zoo-
Susan Chesney Owner/Principal, Delegated Planning, LLC
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Top 5%
Carrie Jones, CFP® CERTIFIED FINANCIAL PLANNER™ professional-
Rising Star
Caleb Brown, MBA, CFP® Podcast Host for The New Planner Podcast at New Planner Recruiting, LLC-
Athens, Georgia, United States
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Top 5%
Garrett Klinger M.S. Master of Science in Financial Planning Graduate-
Athens, Georgia, United States
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Rising Star
Overview
Data Entry for Growing Firms; Experience for New Planners | Nurturing Financial Planners Everywhere | Our mission is to support the growth of planning firms, inspire and coach new planners, and ultimately increase the number of experienced planners in our profession.
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