Client Focused Advisors Employee Directory

Q: What is Client Focused Advisors known for?

Client Focused Advisors was founded in 2013. Client Focused Advisors operates in the Financial Services industry.

Q: How many employees does Client Focused Advisors have currently?

Client Focused Advisors has approximately 7 employees.

Financial ServicesUnited States2-10 Employees

Client Focused Advisors - Our firm helps our clients to achieve their goals of enjoying a secure retirement, leaving a legacy, and providing a college education for children or grandchildren. We work with businesses to optimize health insurance and retirement plans. Additionally, we help clients protect themselves, their families and their businesses against the risk of a premature death, a long-term disability, or a long-term care need with various insurance products. 

▶▶If you’re interested in learning how I can help you preserve wealth, minimize risk, and provide the appropriate strategies for your financial future please email contactus@clientfa.com. 

Our Team ➜ www.clientfocusedadvisors.com 

What does Client Focused Advisors offer?

Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, ETF's, annuities, REIT's, life insurance, disability insurance, health insurance, long term care, 401(k)'s, corporate benefits, stock option planning, and budgeting.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Find Client Focused Advisors employees' phone numbers or email addresses

Client Focused Advisors Global Highlights

North America
13

United States Of America
13

Client Focused Advisors's Leadership

J. R. H.
Ceo/President, Financial Advisor
Mobile Phone
Email
B. P.
Financial Advisor And Vice President
Mobile Phone
Email
B. S.
Vice President
Mobile Phone
Email
M. H.
Evp At Client Focused Advisors, Llc
Mobile Phone
Email
W. P.
Vice President, Financial Advisor
Mobile Phone
Email
S. P.
Client Relationship Manager
Mobile Phone
Email
N. W.
Marketing Coordinator
Mobile Phone
Email
S. B.
Associate
Mobile Phone
Email

Contact profiles from Client Focused Advisors

Name

Title

Contact Info

Location

Last Update

J. R. H.
Ceo/President, Financial Advisor
Mobile Phone
Email
United StatesFlorida
Dec 12, 2025
B. P.
Financial Advisor And Vice President
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
B. S.
Vice President
Mobile Phone
Email
United StatesConnecticut
Nov 12, 2025
M. H.
Evp At Client Focused Advisors, Llc
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
W. P.
Vice President, Financial Advisor
Mobile Phone
Email
UNITED STATES
Nov 07, 2025
S. P.
Client Relationship Manager
Mobile Phone
Email
United StatesFlorida
Nov 12, 2025
N. W.
Marketing Coordinator
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
S. B.
Associate
Mobile Phone
Email
United States
Oct 21, 2024
T. P.
Marketing Coordinator
Mobile Phone
Email
United StatesNew York
Oct 16, 2024

Frequently Asked Questions

What is Client Focused Advisors known for?

Client Focused Advisors was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 2799 NW 2nd Ave, Suite 105 Boca Raton, Florida 33431, US; you can contact the main corporate office by phone at

+1-212-573-****

. Explore Client Focused Advisors's company overview page for more information.

What is Client Focused Advisors's most common email format?

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

How many employees does Client Focused Advisors have currently?

Client Focused Advisors has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Client Focused Advisors's key employees and leadership?

As of December 2025, Client Focused Advisors's key employees include:

Ceo/President, Financial Advisor: J. R. H.
Financial Advisor And Vice President: B. P.
Vice President: B. S.
Evp At Client Focused Advisors, Llc: M. H.
Vice President, Financial Advisor: W. P.

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