What departments does Financial Coach have?

Financial Coach has employees across 5 departments including Finance, Administrative, Consultant, Analytics, Operations.

What is the largest department at Financial Coach?

The largest department at Financial Coach is Finance with 6 employees.

Where are Financial Coach employees located globally?

Financial Coach has employees across 4 continents and 4 countries including Morocco, India, Slovenia, United States Of America.

How has Financial Coach's team size changed over time?

Financial Coach's team has decreased from approximately 27 to 12 employees based on available data.

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Financial Coach Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Financial Coach is a small- to mid-sized financial services firm based in West Chester, Pennsylvania. It concentrates on retirement planning, assisting successful savers as they prepare for the transition with greater confidence. The organization offers a structured retirement-planning program branded as the Retirement Gameplan experience to guide clients through the process of preparing for retirement.

Its target clients are individuals who have accumulated savings and seek clarity about retirement outcomes. The program addresses common retirement-readiness challenges by providing a guided framework for decision-making and planning. Within the financial services landscape, it positions itself around a program-based approach to retirement readiness.

Financial Coach Global Highlights

North America
38

United States Of America
38

Africa
2

Morocco
2

Asia
2

India
2

Europe
1

Slovenia
1

Financial Coach's Leadership

M. T.
Chief Investment Officer & Wealth Advisor
Mobile Phone
Email
B. H. M.
Chief Compliance Officer
Mobile Phone
Email
O. M.
Partner & Senior Advisor
Mobile Phone
Email
J. M.
Partner/Senior Wealth Advisor
Mobile Phone
Email
M. T.
Partner
Mobile Phone
Email
L. M.
Owner
Mobile Phone
Email
E. S.
Owner
Mobile Phone
Email
R. C.
Principal Cofounder
Mobile Phone
Email

Financial Coach Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Legal
Accounting
Other

Contact profiles from Financial Coach

Name

Title

Contact Info

Location

Last Update

C. B. M.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
O. A.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Financial Coach known for?

Financial Coach was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 940 East Boot Road Suite 101 West Chester, Pennsylvania United States. Explore Financial Coach's company overview page for more information.

What is Financial Coach's most common email format?

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

How many employees does Financial Coach have currently?

Financial Coach has approximately 35 employees as of May 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Financial Coach's key employees and leadership?

As of May 2026, Financial Coach's key employees include:

Chief Investment Officer & Wealth Advisor: M. T.
Chief Compliance Officer: B. H. M.
Partner & Senior Advisor: O. M.
Partner/Senior Wealth Advisor: J. M.
Partner: M. T.

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Financial Coach Employee Directory

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