CSI Financial Group Employee Directory

Financial ServicesUnited States11-50 Employees

CSI Financial Group works with financial advisors to improve client acquisition and solutions. We're committed to ensuring that every advisor we work with has the resources they need to succeed. We've refined and developed a proprietary process that solves for traditional client acquisition struggles. 
csifg.com

Find CSI Financial Group employees' phone numbers or email addresses

CSI Financial Group Global Highlights

North America
17

United States Of America
17

Asia
1

Bangladesh
1

CSI Financial Group's Leadership

J. S.
Chief Counsel
Mobile Phone
Email
C. N.
Small Business Owner
Mobile Phone
Email
M. W.
Founder
Mobile Phone
Email
A. V.
Vice President, Director Of Planning Strategies
Mobile Phone
Email
N. H.
Director Of Life Insurance
Mobile Phone
Email
N. H.
Director Of Life Insurance
Mobile Phone
Email
G. A.
Business Development Manager
Mobile Phone
Email
R. C.
Video & Animation Production Manager
Mobile Phone
Email

CSI Financial Group Employee Metrics

100%

50%

2025

2024

Business Development
Administrative
Arts & Design
Business
Film & Video
Other
Finance
Legal
Marketing

Contact profiles from CSI Financial Group

Name

Title

Contact Info

Location

Last Update

M. C.
Executive Assistant Of Operations
Mobile Phone
Email
United StatesArizona
Oct 19, 2025
T. W.
Executive Assistant
Mobile Phone
Email
Oct 22, 2024
V. B.
Executive Assistant
Mobile Phone
Email
United StatesArizona
Oct 23, 2024
W. S.
Financial Planning Advisor
Mobile Phone
Email
United StatesArizona
Apr 23, 2025

Frequently Asked Questions

What is CSI Financial Group known for?

CSI Financial Group was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 11225 N. 28th Dr, C100 Phoenix, Arizona 85029, US; you can contact the main corporate office by phone at

+1-888-316-****

. Explore CSI Financial Group's company overview page for more information.

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

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

How many employees does CSI Financial Group have currently?

CSI Financial Group has approximately 13 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of October 2025, CSI Financial Group's key employees include:

Chief Counsel: J. S.
Small Business Owner: C. N.
Founder: M. W.
Vice President, Director Of Planning Strategies: A. V.
Director Of Life Insurance: N. H.

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