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Family Wealth Consulting Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Family Wealth Consulting Group is a financial planning firm located in San Jose, California, serving Silicon Valley for more than 35 years. It concentrates on helping families maximize their financial resources today and for generations, including designing retirement portfolios and addressing tax and estate planning concerns for clients who have net worth.

The firm is family-owned and operated, with a team-focused structure that centers on helping families plan for present needs and future financial stability. Peggy Martin, MSFS, ChFC, CASL, and Craig L. Martin, CFP, CLU, ChFC, MSFS, lead the practice, each bringing more than 30 years of experience in financial services. The office is located at 10 South Almaden Boulevard Suite 1250, San Jose, CA 95113.

Find Family Wealth Consulting Group employees' phone numbers or email addresses

Family Wealth Consulting Group Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Asia
1

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  • Saudi Arabia
    1

Family Wealth Consulting Group's Leadership

  • Stylized image of a person
    S. T. S.
    Founder & Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. C.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Broker
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Financial Planning Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. H.
    Phone icon
    Mobile Phone

Family Wealth Consulting Group Employee Metrics

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

Contact profiles from Family Wealth Consulting Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. T. S.
    Founder & Chairman
    Phone icon
    Mobile Phone
    Saudi Arabia
    Feb 17, 2026
  • Stylized image of a person
    H. C.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    A. S.
    Broker
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesKentucky
    Oct 18, 2024
  • Stylized image of a person
    R. G.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    W. H.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Family Wealth Consulting Group known for?

Minus sign iconPlus sign iconFamily Wealth Consulting Group operates in the Financial Services industry. The company's main headquarters is located in 10 South Almaden Boulevard Suite 1250 San Jose, California 95113 United States; you can contact the main corporate office by phone at
+1-408-351-****
. Explore Family Wealth Consulting Group's company overview page for more information.

What is Family Wealth Consulting Group's most common email format?

Minus sign iconPlus sign iconFamily Wealth Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Wealth Consulting Group email formats with LeadIQ.

How many employees does Family Wealth Consulting Group have currently?

Minus sign iconPlus sign iconFamily Wealth Consulting Group has approximately 5 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Family Wealth Consulting Group's key employees and leadership?

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As of June 2026, Family Wealth Consulting Group's key employees include:

  • Founder & Chairman: S. T. S.
  • Portfolio Manager: H. C.
  • Broker: A. S.
  • Financial Planner: J. S.
  • Financial Planning Associate: R. G.

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