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Council Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Council Financial & Insurance Services is a small financial services firm based in San Francisco, California. It provides financial strategies, insurance products, and employee benefits to both businesses and individuals. The firm offers options for college funding, retirement planning, extended-care cost management, lifetime income, and estate solutions.

Swapan and Amit Munshi are licensed to sell insurance through New York Life Insurance Company and may hold licenses with other independent unaffiliated insurers. Amit Munshi is a registered representative of NYLIFE Securities LLC, providing securities products and services through that licensed agency. They hold California insurance licenses (Swapan: 0K77128; Amit: 0531488) and note that they are not licensed in all jurisdictions. Council Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

Find Council Financial & Insurance Services employees' phone numbers or email addresses

Council Financial & Insurance Services Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Council Financial & Insurance Services's Leadership

  • Stylized image of a person
    K. C.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. O.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. O.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Human Resources Benefits Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Producer
    Phone icon
    Mobile Phone

Council Financial & Insurance Services Employee Metrics

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

Contact profiles from Council Financial & Insurance Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. O.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    B. O.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. K.
    Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. C.
    Cfo
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. C.
    Human Resources Benefits Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. W.
    Producer
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Council Financial & Insurance Services known for?

Minus sign iconPlus sign iconCouncil Financial & Insurance Services was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 425 Market Street 1600 San Francisco, California 94105 United States. Explore Council Financial & Insurance Services's company overview page for more information.

What is Council Financial & Insurance Services's most common email format?

Minus sign iconPlus sign iconCouncil Financial & Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Council Financial & Insurance Services email formats with LeadIQ.

How many employees does Council Financial & Insurance Services have currently?

Minus sign iconPlus sign iconCouncil Financial & Insurance Services has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Council Financial & Insurance Services's key employees and leadership?

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As of January 2026, Council Financial & Insurance Services's key employees include:

  • Cfo: K. C.
  • President: B. O.
  • President: B. O.
  • Partner: D. K.
  • Human Resources Benefits Director: K. C.

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