Balance Financial Management Employee Directory

Q: What is Balance Financial Management known for?

Balance Financial Management was founded in 2009. Balance Financial Management operates in the Accounting industry.

Q: How many employees does Balance Financial Management have currently?

Balance Financial Management has approximately 17 employees.

Balance is a strategic finance partner that seamlessly integrates into organizations to provide all services - from CFO responsibilities to general accounting. From start-ups, large for-profits, small businesses, and nonprofits, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth.

Ethical financial management is at the core of our culture. We value: 
Philosophy & People 
Compliance & Best Practice
Data Transparency & Accuracy 
Security & Safety

Put our financial expertise to work for your organization.

Find Balance Financial Management employees' phone numbers or email addresses

Balance Financial Management Global Highlights

North America
21

United States Of America
21

Asia
1

Philippines
1

Europe
1

Netherlands
1

Balance Financial Management's Leadership

R. B.
Chief Financial Officer
Mobile Phone
Email
B. N.
Chief Financial Officer And Partner
Mobile Phone
Email
S. G.
General Manager
Mobile Phone
Email
J. C.
Senior Accountant
Mobile Phone
Email
Y. S.
Senior Accountant
Mobile Phone
Email
S. A.
Human Resources Assistant
Mobile Phone
Email
J. D.
Staff Accountant
Mobile Phone
Email
M. U.
Accountant
Mobile Phone
Email

Contact profiles from Balance Financial Management

Name

Title

Contact Info

Location

Last Update

R. B.
Chief Financial Officer
Mobile Phone
Email
United StatesRhode Island
Nov 04, 2025
B. N.
Chief Financial Officer And Partner
Mobile Phone
Email
Oct 22, 2024
S. G.
General Manager
Mobile Phone
Email
Oct 23, 2024
J. C.
Senior Accountant
Mobile Phone
Email
Oct 16, 2024
Y. S.
Senior Accountant
Mobile Phone
Email
Oct 16, 2024
S. A.
Human Resources Assistant
Mobile Phone
Email
Oct 23, 2025
J. D.
Staff Accountant
Mobile Phone
Email
United StatesMichigan
Mar 18, 2025
M. U.
Accountant
Mobile Phone
Email
United StatesMassachusetts
Mar 18, 2025
S. B.
Account Assistant
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Balance Financial Management known for?

Balance Financial Management was founded in 2009 operates in the Accounting industry. The company's main headquarters is located in 3 W Carrillo St, Suite 208 Santa Barbara, California 93101, US; you can contact the main corporate office by phone at

+1-805-618-****

. Explore Balance Financial Management's company overview page for more information.

What is Balance Financial Management's most common email format?

Balance Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Balance Financial Management email formats with LeadIQ.

How many employees does Balance Financial Management have currently?

Balance Financial Management has approximately 17 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Balance Financial Management's key employees and leadership?

As of October 2025, Balance Financial Management's key employees include:

Chief Financial Officer: R. B.
Chief Financial Officer And Partner: B. N.
General Manager: S. G.
Senior Accountant: J. C.
Senior Accountant: Y. S.

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