Balance Financial Wellness

Balance Financial Wellness Employee Directory

Financial ServicesUnited States51-200 Employees

Balance is a leading non-profit organization helping people be financially confident through partnerships with credit unions, banks,employee assistance programs, and other organizations nationwide.

⚖️ Our Mission
We make financial wellness achievable by providing practical programs, tools, and support that meet people where they are - empowering individuals and families to take control of their financial future.

Whether someone needs immediate help managing debt or guidance buying their first home, our comprehensive services put financial confidence within reach. We believe in progress over perfection, offering real support without judgment.

⚖️ Core Services
Financial Coach Hotline | Money Management Counseling | Debt  Management Plans | Credit Report Reviews | Home Purchase Education | Foreclosure Prevention | Identity Theft Support | Educational Resources

Partner Solutions:

⚖️ Financial Institutions
Strengthen your member relationships with white-label financial wellness programs delivered under your brand. Real support that builds loyalty and trust.

⚖️ Youth Financial Education
Empower the next generation with M3 Money Club® for Kids and Elements of Money® for teens - comprehensive programs that make financial concepts accessible and engaging.

⚖️ Employee Financial Wellness
Help your workforce be financially ready with monthly webinars, digital resources, and BalanceTrack - our complete collection of interactive modules, toolkits, and calculators.

⚖️ Non-Profit Partnerships
Our certified counselors provide expert, compassionate guidance for budgeting, homeownership, and bill management - supporting your community's financial wellness goals.

Ready to Partner? 
Contact our Partner Relations team at 800.808.4327 or partner-relations@balancepro.org to learn how we can help your organization empower financial confidence.

Find Balance Financial Wellness employees' phone numbers or email addresses

Balance Financial Wellness Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Balance Financial Wellness's Leadership

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    L. D.
    Chief Operating Officer
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    J. D.
    Chief Growth And Impact Officer
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    R. H.
    President/Ceo
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    E. D.
    President And Ceo
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    S. C.
    Director Of Partner Relations
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    F.
    President, Chief Executive Officer
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    K. K.
    President Chief Executive Officer
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    P. B.
    President
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Balance Financial Wellness Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Education
  • Program & Project Management
  • Operations
  • Administrative
  • Other
  • Healthcare Services
  • Engineering
  • Analytics

Contact profiles from Balance Financial Wellness

Name
Title
Contact Info
Location
Last Update
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    A. A.
    Counselor
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    UNITED STATES
    Mar 08, 2023
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    A. G.
    Credit Counselor
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    UNITED STATES
    Mar 08, 2023
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    A. P.
    Housing Counselor
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    United StatesFlorida
    May 01, 2024
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    C. G.
    Financial Counselor
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    UNITED STATES
    Oct 23, 2024
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    C. L.
    Licensed Insurance Agent
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    United StatesIowa
    Oct 16, 2024
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    G. D.
    Financial Counselor
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    United States
    Oct 17, 2024
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    G. G.
    Bilingual Certified Consumer Credit Counselor
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    UNITED STATES
    Mar 08, 2023
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    K. R.
    Camp Coordinator
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    United StatesMinnesota
    Oct 21, 2024
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    N. L.
    Aesthetician
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    United StatesMassachusetts
    Aug 06, 2024
  • Stylized image of a person
    P. C.
    Intake Assessment Counselor
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    Oct 22, 2024

Frequently Asked Questions

What is Balance Financial Wellness known for?

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Balance Financial Wellness was founded in 1969 operates in the Financial Services industry. The company's main headquarters is located in 1655 Grant Street, 13th Floor Concord, California 94520, US; you can contact the main corporate office by phone at . Explore Balance Financial Wellness's company overview page for more information.

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

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

How many employees does Balance Financial Wellness have currently?

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Balance Financial Wellness has approximately 117 employees as of October 2025. These team members are located across 1 continents, including North America.

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

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

  • Chief Operating Officer: L. D.
  • Chief Growth And Impact Officer: J. D.
  • President/Ceo: R. H.
  • President And Ceo: E. D.
  • Director Of Partner Relations: S. C.

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