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Brio Financial Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Brio Financial Group has about 22 employees, all of them in North America. Banking and Business Development make up over half of the profiles with a known department. Brio Financial Group's workforce spans 4 departments.

Find Brio Financial Group employees' phone numbers or email addresses

Brio Financial Group Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Brio Financial Group's Leadership

  • Managing Member at Brio Financial Group
    D. B.
    Managing Member
    Mobile Phone
  • Client Operations Specialist at Brio Financial Group
    M. C.
    Client Operations Specialist
    Mobile Phone
  • Associate Financial Planner at Brio Financial Group
    D. M.
    Associate Financial Planner
    Mobile Phone
  • Associate Financial Planner at Brio Financial Group
    G. A.
    Associate Financial Planner
    Mobile Phone
  • Financial Advisor at Brio Financial Group
    L. S.
    Financial Advisor
    Mobile Phone
  • Associate Financial Planner at Brio Financial Group
    W. A.
    Associate Financial Planner
    Mobile Phone

Brio Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Other
  • Business Development

Banking is the largest department at 81% of profiles with a known department, followed by Business Development (6%) and Finance (6%).

Contact profiles from Brio Financial Group

Name
Title
Contact
Location
Last Update
  • Managing Member at Brio Financial Group
    D. B.
    Managing Member
    Mobile Phone
    Oct 22, 2024
  • Client Operations Specialist at Brio Financial Group
    M. C.
    Client Operations Specialist
    Mobile Phone
    Bay
    Jul 22, 2026
  • Associate Financial Planner at Brio Financial Group
    D. M.
    Associate Financial Planner
    Mobile Phone
    Oct 18, 2024
  • Associate Financial Planner at Brio Financial Group
    G. A.
    Associate Financial Planner
    Mobile Phone
    Jul 17, 2026
  • Financial Advisor at Brio Financial Group
    L. S.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Associate Financial Planner at Brio Financial Group
    W. A.
    Associate Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Brio Financial Group?

Minus sign iconPlus sign iconBanking is the largest department at 81% of profiles with a known department, followed by Business Development (6%) and Finance (6%). Brio Financial Group's workforce spans 4 departments.

How many employees does Brio Financial Group have currently?

Minus sign iconPlus sign iconBrio Financial Group has approximately 22 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Brio Financial Group's key employees and leadership?

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As of October 2026, Brio Financial Group's key employees include:

  • Managing Member: D. B.
  • Client Operations Specialist: M. C.
  • Associate Financial Planner: D. M.
  • Associate Financial Planner: G. A.
  • Financial Advisor: L. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Brio Financial Group's most common email format?

Minus sign iconPlus sign iconBrio Financial Group employees' email format typically follows the pattern of First@briofg.com. Trying to find reliable and up-to-date employee contact data? Find more Brio Financial Group email formats with LeadIQ.

What is Brio Financial Group known for?

Minus sign iconPlus sign iconBrio Financial Group was founded in 2007 and operates in the Financial Services industry. Explore Brio Financial Group's company overview page for more information.

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