Financial Alternatives, Inc. logo

Financial Alternatives, Inc. Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Financial Alternatives, Inc. operates as a fee-only advisory firm within the investment management sector, offering wealth management services to successful families and professionals. The firm provides general information about its service approach via its website, while clearly stating that online content is not investment or financial planning advice and that the site is not a solicitation for securities transactions. Based in La Jolla, California, the company serves clients in a professional, fiduciary capacity, focusing on unbiased guidance for managing wealth. The organization has a history of strategic changes, including a merger in 2021 and a subsequent acquisition-related development reported in 2026, reflecting its evolving presence in the wealth management landscape.

Find Financial Alternatives, Inc. employees' phone numbers or email addresses

Financial Alternatives, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    22
  • El Salvador
    1

Oceania
1

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  • New Zealand
    1

Financial Alternatives, Inc.'s Leadership

  • Stylized image of a person
    A. H.
    Partner / Lead Advisor
    Phone icon
  • Stylized image of a person
    C. H.
    Owner
    Phone icon
  • Stylized image of a person
    R. P.
    Asesor En Técnologia
    Phone icon
  • Stylized image of a person
    B. S.
    Account Executive
    Phone icon
  • Stylized image of a person
    Y. S.
    Operations Associate
    Phone icon

Financial Alternatives, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Financial Alternatives, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. H.
    Partner / Lead Advisor
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    C. H.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. P.
    Asesor En Técnologia
    Phone icon
    El Salvador
    Apr 14, 2026
  • Stylized image of a person
    B. S.
    Account Executive
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    Y. S.
    Operations Associate
    Phone icon
    Apr 26, 2025

Frequently Asked Questions

What is Financial Alternatives, Inc. known for?

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Financial Alternatives, Inc. was founded in 1991 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Financial Alternatives, Inc.'s company overview page for more information.

What is Financial Alternatives, Inc.'s most common email format?

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

How many employees does Financial Alternatives, Inc. have currently?

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Financial Alternatives, Inc. has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Financial Alternatives, Inc.'s key employees and leadership?

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As of July 2026, Financial Alternatives, Inc.'s key employees include:

  • Partner / Lead Advisor: A. H.
  • Owner: C. H.
  • Asesor En Técnologia: R. P.
  • Account Executive: B. S.
  • Operations Associate: Y. S.

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