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Client Focused Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Client Focused Advisors is a financial services firm based in Boca Raton, Florida, operating with a small team. The company provides financial planning and wealth management guidance to individuals aiming for a secure retirement, the creation of a legacy, and funding for children's or grandchildren's college education. It also serves businesses by optimizing health insurance and retirement plans, and by addressing risk through insurance products that mitigate the impact of premature death, long-term disability, or long-term care needs.

Its service scope spans traditional investment options and insurance products, including equities, fixed income, mutual funds, ETFs, annuities, REITs, as well as life, disability, health, and long-term care coverage, in addition to retirement vehicles such as 401(k)s and stock option planning. The firm notes that securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, with other entities and marketing names operating independently.

Find Client Focused Advisors employees' phone numbers or email addresses

Client Focused Advisors Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Client Focused Advisors's Leadership

  • Stylized image of a person
    I. G.
    Client Advisor
    Mobile Phone

Client Focused Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Community & Social Services

Contact profiles from Client Focused Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    I. G.
    Client Advisor
    Mobile Phone
    May 06, 2026

Frequently Asked Questions

What is Client Focused Advisors known for?

Minus sign iconPlus sign iconClient Focused Advisors was founded in 2013 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconClient 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?

Minus sign iconPlus sign iconClient Focused Advisors has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Client Focused Advisors's key employees include:

  • Client Advisor: I. G.

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