Financial Finesse Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Financial Finesse is the country’s leading independent provider of unbiased financial wellness benefits. 
 
Since 1999, we’ve helped over 10,000 organizations, including many of the Fortune 1000, improve their bottom lines and become more competitive by empowering their employees to achieve financial security.
 
We do this by making our award-winning financial wellness programs available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, we reach over 2.4 million individuals every year. 
 
We believe that everyone should have access to unbiased financial coaching, regardless of income, job type or any other factor, and we’re on a mission to bring these life-changing services to as many people as possible. 
 
We do not sell any financial products or manage any assets. We’re in the business of changing financial lives. 

For a private demo tailored to your business contact us at info@financialfinesse.com.

Find Financial Finesse employees' phone numbers or email addresses

Financial Finesse Global Highlights

Location
Employees

North America
110

Minus sign iconPlus sign icon
  • United States Of America
    108
  • Canada
    1
  • Mexico
    1

Asia
10

Minus sign iconPlus sign icon
  • India
    8
  • Malaysia
    1
  • Indonesia
    1

Africa
2

Minus sign iconPlus sign icon
  • South Africa
    2

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • New Zealand
    1

Financial Finesse's Leadership

  • Stylized image of a person
    K. F.
    Chief Product Officer
    Phone icon
  • Stylized image of a person
    C. I.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    C. C.
    Vice President , Operations
    Phone icon
  • Stylized image of a person
    T. L.
    President
    Phone icon
  • Stylized image of a person
    E. D.
    President
    Phone icon
  • Stylized image of a person
    L. C. P. C.
    Head Of Strategic Partnerships And Business Development, Poweredby Solutions
    Phone icon
  • Stylized image of a person
    A. S.
    Vice President, Consulting
    Phone icon
  • Stylized image of a person
    K. F.
    Vice President, Technology Delivery
    Phone icon

Financial Finesse Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Engineering
  • Recruiting
  • Community & Social Services
  • Other
  • Consultant

Contact profiles from Financial Finesse

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. W.
    Think Tank Director
    Phone icon
    United StatesNorth Carolina
    Mar 04, 2026
  • Stylized image of a person
    J. O.
    Client Marketing Director
    Phone icon
    United States
    Mar 04, 2026
  • Stylized image of a person
    A. R.
    Director Of Client Success
    Phone icon
    United StatesConnecticut
    Mar 04, 2026
  • Stylized image of a person
    J. K.
    Senior Director Business Development And Consulting
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    S. B.
    Lead Ui Developer
    Phone icon
    United StatesFlorida
    Jan 28, 2026
  • Stylized image of a person
    C. C.
    Lead Client Success Manager
    Phone icon
    United StatesIdaho
    Oct 26, 2025
  • Stylized image of a person
    L. V.
    Client Success Manager
    Phone icon
    United StatesWisconsin
    Oct 25, 2025
  • Stylized image of a person
    M. D.
    Financial Coach, Lead Researcher Financial Wellness Think Tank(tm)
    Phone icon
    United StatesFlorida
    Mar 04, 2026
  • Stylized image of a person
    A. D.
    Client Success Manager
    Phone icon
    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    S. W.
    Client Success Manager
    Phone icon
    United StatesDistrict of Columbia
    Oct 23, 2025

Frequently Asked Questions

What is Financial Finesse known for?

Minus sign iconPlus sign icon
Financial Finesse was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 123 Arena Street el Segundo, California 90245 United States; you can contact the main corporate office by phone at . Explore Financial Finesse's company overview page for more information.

What is Financial Finesse's most common email format?

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

How many employees does Financial Finesse have currently?

Minus sign iconPlus sign icon
Financial Finesse has approximately 109 employees as of March 2026. These team members are located across 5 continents, including North AmericaAsiaAfrica.

Who are Financial Finesse's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, Financial Finesse's key employees include:

  • Chief Product Officer: K. F.
  • Chief Financial Officer: C. I.
  • Vice President , Operations: C. C.
  • President: T. L.
  • President: E. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.