Our Mission
A network of advisors dedicated to sharing ideas, building stronger practices, and growing through education and community.
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Years in Business
The Planners Network strive to unite accomplished financial services professionals into a powerful network.
951-676-6288
A network of advisors dedicated to sharing ideas, building stronger practices, and growing through education and community.
At the heart of our financial advisors network lies an impressive testament to our collective achievements – a report card that stands as a badge of honor. This report card reflects the dedication, expertise, and unwavering commitment of our group of accomplished financial services professionals. It showcases not just our success, but the tangible impact we’ve made in the industry. With a track record worth bragging about, we invite you to explore the remarkable milestones we’ve achieved together. Join our network and become a part of this exceptional journey towards excellence.
Incorporated in 1999, The Planners Network (TPN) is a production group of Registered Representatives licensed with LPL Financial.
Participation with a group of Successful Financial Services Professionals to negotiate member benefits with the Broker Dealer
As a group of top producers, we have influence, insight, and support working with our broker dealer
Collaboration with Financial Services Professionals and Business Owners - FA's, CPA's, EA's, CFP's & More
Continuing Education Conferences and Networking Opportunities with TPN Members and Sponsors approved by our broker dealer
Succession Planning Opportunities within the group
Experience a dynamic and enriching dimension of our network through our thoughtfully curated conferences. These gatherings are designed to foster meaningful exchanges among financial services professionals, offering a platform for sharing insights, best practices, and cutting-edge trends. Our conferences go beyond conventional learning, providing opportunities to connect with fellow members, sponsors, and industry experts, all while expanding your horizons. Join us to immerse yourself in a vibrant atmosphere of learning, networking, and growth.
Discover valuable perspectives from their testimonials, highlighting how our platform has elevated their achievements and holds the potential to do the same for you.
Seal Beach, CA
Connecting with other successful advisors helped build my practice and grow professionally.
Santa Rosa, CA
TPN provides excellent succession planning options within the group which has helped us grow our practice.
The more than 75 advisers who constitute The Planners Network—and manage, administer or advise on more than $4.3 billion in assets—have individually decided to stay with LPL Financial.
Our esteemed sponsors form an integral part of The Planners Network, contributing their expertise and resources to further enhance our members’ experiences. These industry-leading partners share our commitment to excellence, and through their support, they empower our network with valuable opportunities, insights, and solutions that enrich both personal and professional growth
Our dedicated management team brings a wealth of experience and visionary leadership to guide The Planners Network, ensuring that our members receive unparalleled support and access to cutting-edge strategies in the ever-evolving landscape of financial services.
Chairman
President
Director
C.O.O.
Director
Director
Board Member
Board Member
Founded by Advisors, For Advisors
Formed in 1989, LPL Financial is a full-service Broker-Dealer supporting Independent Financial Advisors nationwide
Dennis Rose
Sherman Oaks, CA