Exertus Financial Partners logo

Exertus Financial Partners Employee Directory

InsuranceCalifornia, United States51-200 Employees

Exertus Financial Partners operates as a financial services marketing organization within the insurance sector, helping families design a personalized plan to reach financial independence. It provides access to contemporary financial strategies that were once available primarily to wealthier clients.

Based in Milpitas, California, the firm is a mid-sized organization. It emphasizes consumer financial education, aiming to equip families with knowledge, concepts, and products to pursue financial freedom. Its approach is described as education-led, focusing on empowerment alongside strategy rather than solely selling services.

Find Exertus Financial Partners employees' phone numbers or email addresses

Exertus Financial Partners Global Highlights

Location
Employees

North America
109

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  • United States Of America
    108
  • Canada
    1

Asia
1

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  • Philippines
    1

Europe
1

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  • Portugal
    1

Exertus Financial Partners's Leadership

  • Stylized image of a person
    A. N.
    Chief Executive Officer
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  • Stylized image of a person
    A. L.
    Chief Operating Officer
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  • Stylized image of a person
    N. M.
    President Chief Executive Officer
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  • Stylized image of a person
    M. L.
    Owner - Digital Marketing Agency
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  • Stylized image of a person
    J. R.
    Executive Vice President And Advisory Board Member
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  • Stylized image of a person
    J. G.
    Director, Digital Channels
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  • Stylized image of a person
    J. G.
    National Director
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  • Stylized image of a person
    J. A.
    Senior Business Partner
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Exertus Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Business
  • Business Development
  • Entertainment
  • Film & Video
  • Other
  • Administrative
  • Banking

Contact profiles from Exertus Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L.
    Chief Operating Officer
    Phone icon
    Bay
    Jun 18, 2026
  • Stylized image of a person
    A. N.
    Chief Executive Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    M. L.
    Owner - Digital Marketing Agency
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    N. M.
    President Chief Executive Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. R.
    Executive Vice President And Advisory Board Member
    Phone icon
    Jul 07, 2026
  • Stylized image of a person
    J. G.
    Director, Digital Channels
    Phone icon
    May 02, 2024
  • Stylized image of a person
    J. G.
    National Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. A.
    Senior Business Partner
    Phone icon
    Apr 07, 2026
  • Stylized image of a person
    J. C.
    Financial And Publicity Professional
    Phone icon
    Jun 02, 2026
  • Stylized image of a person
    A. S.
    Hr Business Partner
    Phone icon
    Canada
    Oct 18, 2025

Frequently Asked Questions

What is Exertus Financial Partners known for?

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Exertus Financial Partners was founded in 2015 operates in the Insurance industry; you can contact the main corporate office by phone at . Explore Exertus Financial Partners's company overview page for more information.

What is Exertus Financial Partners's most common email format?

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

How many employees does Exertus Financial Partners have currently?

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Exertus Financial Partners has approximately 119 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Exertus Financial Partners's key employees and leadership?

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As of July 2026, Exertus Financial Partners's key employees include:

  • Chief Executive Officer: A. N.
  • Chief Operating Officer: A. L.
  • President Chief Executive Officer: N. M.
  • Owner - Digital Marketing Agency: M. L.
  • Executive Vice President And Advisory Board Member: J. R.

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