Where are Apella – Huntington Beach employees located globally?

Apella – Huntington Beach has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Apella – Huntington Beach's team size changed over time?

Apella – Huntington Beach's team has decreased from approximately 5 to 4 employees based on available data.

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Apella – Huntington Beach Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Apella – Huntington Beach is a small, employee-owned financial advisory firm based in Huntington Beach, California. It delivers planning and investment solutions that are grounded in independent, evidence-based thinking, drawing on academic research and long-term data rather than speculation to build portfolios and financial plans. As a registered investment adviser with the Securities and Exchange Commission, the firm emphasizes tailoring guidance to help clients pursue their important financial goals.

Operating within the financial services industry, Apella positions itself around a science-based approach to wealth management and client service. In 2026, the firm announced a leadership change with James J. Scanlan named chief executive officer, and it expanded its West Coast presence through a strategic partnership with Financial Connections Group.

Apella – Huntington Beach Global Highlights

North America
8

United States Of America
8

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Apella – Huntington Beach's Leadership

A. H.
Loan Officer
Mobile Phone
Email
C. P.
Receptionist
Mobile Phone
Email
L. S.
Loan Origination At Inspired Financial Services Llc
Mobile Phone
Email

Apella – Huntington Beach Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Apella – Huntington Beach

Name

Title

Contact Info

Location

Last Update

A. H.
Loan Officer
Mobile Phone
Email
United StatesIowa
Oct 22, 2024
C. P.
Receptionist
Mobile Phone
Email
United StatesMississippi
Mar 05, 2024
L. S.
Loan Origination At Inspired Financial Services Llc
Mobile Phone
Email
United StatesMissouri
Mar 05, 2024

Frequently Asked Questions

What is Apella – Huntington Beach known for?

Apella – Huntington Beach was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-714-971-****

. Explore Apella – Huntington Beach's company overview page for more information.

What is Apella – Huntington Beach's most common email format?

Apella – Huntington Beach employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Apella – Huntington Beach email formats with LeadIQ.

How many employees does Apella – Huntington Beach have currently?

Apella – Huntington Beach has approximately 3 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Apella – Huntington Beach's key employees and leadership?

As of July 2026, Apella – Huntington Beach's key employees include:

Loan Officer: A. H.
Receptionist: C. P.
Loan Origination At Inspired Financial Services Llc: L. S.

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Apella – Huntington Beach Employee Directory

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