What departments does Civic Financial have?

Civic Financial has employees across 9 departments including Finance, Operations, Marketing, Engineering, Recruiting.

What is the largest department at Civic Financial?

The largest department at Civic Financial is Finance with 9 employees.

Where are Civic Financial employees located globally?

Civic Financial has employees across 1 continents and 1 countries including United States Of America.

How has Civic Financial's team size changed over time?

Civic Financial's team has remained stable from approximately 20 to 20 employees based on available data.

Civic Financial Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Civic Financial is a financial services firm that provides comprehensive financial planning and wealth management for individuals and families. With a multigenerational focus, the team offers tailored guidance and services including insurance and estate planning to support long-term financial goals.

Based in Boston, Massachusetts, Civic Financial serves individuals and families with a full spectrum of planning and wealth management services aimed at sustaining financial wellbeing across generations. The firm emphasizes integrity and expertise in its client engagements as it guides clients through evolving financial decisions. Forbes has named Civic Financial among the top wealth management teams in the country.

Civic Financial Global Highlights

North America
215

United States Of America
215

Civic Financial's Leadership

S. D.
Chief Executive Officer
Mobile Phone
Email
N. A.
Chief Operating Officer
Mobile Phone
Email
C. H.
Chief Investment Officer
Mobile Phone
Email
L. O.
Chief Marketing Officer
Mobile Phone
Email
G. P.
President
Mobile Phone
Email
C. H.
Partner: Cfp®, Chfc®, Ricp®, Aep®, Cap®, Chsnc®
Mobile Phone
Email
A. G.
Owner
Mobile Phone
Email
C. F.
Partner
Mobile Phone
Email

Civic Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Community & Social Services
Information Technology
Other
Accounting
Administrative

Contact profiles from Civic Financial

Name

Title

Contact Info

Location

Last Update

E. S.
Bookkeeper
Mobile Phone
Email
United StatesMassachusetts
Feb 26, 2026
J. D.
Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
A. Y.
Financial Advisor
Mobile Phone
Email
UNITED STATES
May 15, 2026
A. V.
Administrative Assistant
Mobile Phone
Email
United StatesMinnesota
Apr 24, 2025
A. L.
Wealth Management Advisor
Mobile Phone
Email
United StatesTexas
Mar 28, 2025
B. C.
Financial Representative
Mobile Phone
Email
Jul 28, 2023
B. M.
Financial Representative
Mobile Phone
Email
May 29, 2024
B. B.
Associate Wealth Management Advisor
Mobile Phone
Email
Oct 16, 2024
B. S.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
B. E.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Aug 06, 2024

Frequently Asked Questions

What is Civic Financial known for?

Civic Financial was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 20 Newbury Street Boston, Massachusetts 02116 United States. Explore Civic Financial's company overview page for more information.

What is Civic Financial's most common email format?

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

How many employees does Civic Financial have currently?

Civic Financial has approximately 26 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Civic Financial's key employees and leadership?

As of May 2026, Civic Financial's key employees include:

Chief Executive Officer: S. D.
Chief Operating Officer: N. A.
Chief Investment Officer: C. H.
Chief Marketing Officer: L. O.
President: G. P.

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Civic Financial Employee Directory

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