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Benefit Financial Services Group (BFSG) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

BFSG operates in the investment management sector from Irvine and Phoenix, describing itself as a smaller regional advisory practice. The firm notes that it does not guarantee investment results and that information from unaffiliated third parties linked on its website is provided for convenience and is not guaranteed to be accurate, timely, or relevant.

Find Benefit Financial Services Group (BFSG) employees' phone numbers or email addresses

Benefit Financial Services Group (BFSG) Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

Africa
3

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  • South Africa
    3

Asia
1

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  • Singapore
    1

Benefit Financial Services Group (BFSG)'s Leadership

  • Director, Financial Planning at Benefit Financial Services Group (BFSG)
    L. S.
    Director, Financial Planning
    Mobile Phone
  • Manager at Benefit Financial Services Group (BFSG)
    C. F.
    Manager
    Mobile Phone
  • Senior Operations Manager at Benefit Financial Services Group (BFSG)
    N. R.
    Senior Operations Manager
    Mobile Phone
  • Senior Wealth Advisor at Benefit Financial Services Group (BFSG)
    M. B.
    Senior Wealth Advisor
    Mobile Phone
  • Investment Research Analyst Retirement Plan Consultant at Benefit Financial Services Group (BFSG)
    I. T.
    Investment Research Analyst Retirement Plan Consultant
    Mobile Phone

Benefit Financial Services Group (BFSG) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Other
  • Consultant
  • Legal
  • Business

Contact profiles from Benefit Financial Services Group (BFSG)

Name
Title
Contact
Location
Last Update
  • Director, Financial Planning at Benefit Financial Services Group (BFSG)
    L. S.
    Director, Financial Planning
    Mobile Phone
    Oct 23, 2024
  • Manager at Benefit Financial Services Group (BFSG)
    C. F.
    Manager
    Mobile Phone
    Sep 17, 2024
  • Senior Operations Manager at Benefit Financial Services Group (BFSG)
    N. R.
    Senior Operations Manager
    Mobile Phone
    Feb 26, 2024
  • Senior Wealth Advisor at Benefit Financial Services Group (BFSG)
    M. B.
    Senior Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Investment Research Analyst Retirement Plan Consultant at Benefit Financial Services Group (BFSG)
    I. T.
    Investment Research Analyst Retirement Plan Consultant
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Benefit Financial Services Group (BFSG) known for?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) was founded in 1991 and operates in the Investment Management industry. You can contact Benefit Financial Services Group (BFSG)'s main corporate office by phone at
+1-949-955-****
. Explore Benefit Financial Services Group (BFSG)'s company overview page for more information.

What is Benefit Financial Services Group (BFSG)'s most common email format?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) employees' email format typically follows the pattern of FLast@bfsg.com. Trying to find reliable and up-to-date employee contact data? Find more Benefit Financial Services Group (BFSG) email formats with LeadIQ.

How many employees does Benefit Financial Services Group (BFSG) have currently?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) has approximately 31 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Benefit Financial Services Group (BFSG)'s key employees and leadership?

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As of August 2026, Benefit Financial Services Group (BFSG)'s key employees include:

  • Director, Financial Planning: L. S.
  • Manager: C. F.
  • Senior Operations Manager: N. R.
  • Senior Wealth Advisor: M. B.
  • Investment Research Analyst Retirement Plan Consultant: I. T.

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