Financial Halo Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Financial Halo offers services across a spectrum that is defined by making a significant difference in people’s lives. We provide a suite of services through our strategic alliances with third party providers to help people increase their net worth rapidly by accessing these services to reduce debt, save money and increase their assets. MedXPrime: Our MedXPrime division offers doctors and medical facilities several services which provide better healthcare to their patients and create additional revenue sources: • DNA Testing. MedXPrime offers 'Personalized Medicine'​ in the form of DNA testing helping to prevent adverse drug reactions. Over 106,000 people die each year from Adverse Drug Reactions, the 4th leading cause of death in America. ADRs affect millions of people with over 2 million people hospitalized each year. • Toxicology Testing. We are partnered with a world class lab to provide quantitative and qualitative testing with state of the art LCMS technology. • Forensic Insurance Accounts Receivable Recovery. This program includes a unique and proprietary forensic insurance accounts receivable service that helps doctors and medical facilities recover claims that have been denied and uncollectible, returning tens and hundreds of thousands of dollars to the bottom line that was not expected to be recovered. • Annual Wellness Visits. AWV provides important health and lifestyle information that improves patients’ health and well-being while creating new revenue to the medical practice. Business Opportunity: Along with these life-changing services, the company also offers a unique business opportunity of 'Doing Well by Doing Good'​ with a generous compensation plan, training and support. Our core precept for our Associates is to create a business in which they can create multiple streams of income from diversified profit centers. A Financial Halo representative, in effect, has several businesses they may develop under a single marketing entity.

Find Financial Halo employees' phone numbers or email addresses

Financial Halo Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Financial Halo's Leadership

  • Stylized image of a person
    S. W.
    President And Chief Executive Officer
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  • Stylized image of a person
    B. H.
    State Director Florida
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  • Stylized image of a person
    L. W.
    Independent Marketing Representative
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  • Stylized image of a person
    P. J. C.
    Representative
    Phone icon
  • Stylized image of a person
    K. B.
    Representative
    Phone icon

Financial Halo Employee Metrics

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

Contact profiles from Financial Halo

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    President And Chief Executive Officer
    Phone icon
    Feb 14, 2024
  • Stylized image of a person
    B. H.
    State Director Florida
    Phone icon
    United StatesFlorida
    Jan 27, 2026
  • Stylized image of a person
    L. W.
    Independent Marketing Representative
    Phone icon
    United StatesOregon
    Nov 16, 2025
  • Stylized image of a person
    P. J. C.
    Representative
    Phone icon
    United StatesMissouri
    Feb 18, 2026
  • Stylized image of a person
    K. B.
    Representative
    Phone icon
    United StatesNew York
    Oct 22, 2024

Frequently Asked Questions

What is Financial Halo known for?

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Financial Halo operates in the Financial Services industry. The company's main headquarters is located in 991 Governor Drive Suite 101 el Dorado Hills, California 95762 United States; you can contact the main corporate office by phone at . Explore Financial Halo's company overview page for more information.

What is Financial Halo's most common email format?

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

How many employees does Financial Halo have currently?

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Financial Halo has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Halo's key employees and leadership?

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As of February 2026, Financial Halo's key employees include:

  • President And Chief Executive Officer: S. W.
  • State Director Florida: B. H.
  • Independent Marketing Representative: L. W.
  • Representative: P. J. C.
  • Representative: K. B.

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