Embarcadero Financial Group Employee Directory

Q: What is Embarcadero Financial Group known for?

Embarcadero Financial Group was founded in 2002. Embarcadero Financial Group operates in the Financial Services industry.

Q: How many employees does Embarcadero Financial Group have currently?

Embarcadero Financial Group has approximately 8 employees.

Financial ServicesCalifornia, United States2-10 Employees

Embarcadero Financial Group provides the experience, knowledge and security to make decisions around your financial goals.

The professionals at Embarcadero Financial Group will help you find workable and transparent solutions for your financial planning and investment management needs.  For our business clients, we offer expertise in choosing and implementing corporate / employee benefits.  

We are committed to helping our clients improve their long-term financial success. The decisions you face are unique to your situation. We can help you maximize your opportunities.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794. 
Investment Advisory services offered through Embarcadero Financial Group and O.N. Investment Management Company. Embarcadero Financial Group is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.
Insurance offered through Embarcadero Financial Insurance Services. CA licenses 0E36316

Find Embarcadero Financial Group employees' phone numbers or email addresses

Embarcadero Financial Group Global Highlights

North America
17

United States Of America
17

Embarcadero Financial Group's Leadership

C. C.
Client Account Manager
Mobile Phone
Email
C. T.
Principal
Mobile Phone
Email
F. S.
Financial Advisor
Mobile Phone
Email
M. J.
Client Service Associate And Benefits Specialist
Mobile Phone
Email
Q. B.
Engineer Technician
Mobile Phone
Email

Embarcadero Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Human Resources
Accounting
Other

Contact profiles from Embarcadero Financial Group

Name

Title

Contact Info

Location

Last Update

C. C.
Client Account Manager
Mobile Phone
Email
Oct 22, 2024
C. T.
Principal
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
F. S.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Nov 13, 2025
M. J.
Client Service Associate And Benefits Specialist
Mobile Phone
Email
Oct 17, 2024
Q. B.
Engineer Technician
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Embarcadero Financial Group known for?

Embarcadero Financial Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 101 Montgomery Street Suite 1250 San Francisco, California 94104 United States; you can contact the main corporate office by phone at

+1-415-391-****

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

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

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

How many employees does Embarcadero Financial Group have currently?

Embarcadero Financial Group has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, Embarcadero Financial Group's key employees include:

Client Account Manager: C. C.
Principal: C. T.
Financial Advisor: F. S.
Client Service Associate And Benefits Specialist: M. J.
Engineer Technician: Q. B.

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