What departments does Financial Rounds have?

Financial Rounds has employees across 2 departments including Banking, Finance.

What is the largest department at Financial Rounds?

The largest department at Financial Rounds is Finance with 3 employees.

Where are Financial Rounds employees located globally?

Financial Rounds has employees across 1 continents and 1 countries including United States Of America.

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

Financial Rounds's team has decreased from approximately 4 to 2 employees based on available data.

Financial Rounds Employee Directory

Financial ServicesOhio, United States2-10 Employees

Financial Rounds operates within financial services and provides specialized financial planning services for physicians through Personal Choice Financial Advisors, LLC. The firm emphasizes fee-only financial planning and covers areas such as taxes, investments, student loans, insurance, estate planning, and cash flow management, drawing on over thirty years of experience. Its target market comprises physicians, including those within the firm’s own family, seeking tailored guidance to address their unique financial challenges and objectives. Based in Cincinnati, Ohio, the company presents itself as a practitioner-focused advisory service that combines deep subject matter understanding with personalized planning to support long-term financial well-being.

Financial Rounds Global Highlights

North America
24

United States Of America
24

Financial Rounds's Leadership

T. P.
Vp Senior Internal Auditor Choice Bank
Mobile Phone
Email
J. P.
President
Mobile Phone
Email
J. M. B.
Owner, Managing Member, Chief Compliance Officer
Mobile Phone
Email
R. H.
Financial Planner
Mobile Phone
Email
A. S.
Frontline Specialist
Mobile Phone
Email
D. R.
Certified Financial Planner
Mobile Phone
Email
E. F.
Mortgage Loan Processor
Mobile Phone
Email
J. H.
Para Financial Planner
Mobile Phone
Email

Financial Rounds Employee Metrics

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50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Financial Rounds

Name

Title

Contact Info

Location

Last Update

J. M. B.
Owner, Managing Member, Chief Compliance Officer
Mobile Phone
Email
United StatesKentucky
Oct 16, 2024
J. P.
President
Mobile Phone
Email
Oct 23, 2024
T. P.
Vp Senior Internal Auditor Choice Bank
Mobile Phone
Email
Oct 23, 2024
R. H.
Financial Planner
Mobile Phone
Email
United StatesDelaware
Apr 16, 2026
A. S.
Frontline Specialist
Mobile Phone
Email
United StatesNorth Dakota
Oct 17, 2024
D. R.
Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
E. F.
Mortgage Loan Processor
Mobile Phone
Email
United StatesNorth Dakota
Mar 19, 2024
J. H.
Para Financial Planner
Mobile Phone
Email
Apr 17, 2025

Frequently Asked Questions

What is Financial Rounds known for?

Financial Rounds was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 4555 Lake Forest Drive Suite 650 Cincinnati, Ohio 45241 United States; you can contact the main corporate office by phone at

+1-513-588-****

. Explore Financial Rounds's company overview page for more information.

What is Financial Rounds's most common email format?

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

How many employees does Financial Rounds have currently?

Financial Rounds has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Financial Rounds's key employees and leadership?

As of June 2026, Financial Rounds's key employees include:

Vp Senior Internal Auditor Choice Bank: T. P.
President: J. P.
Owner, Managing Member, Chief Compliance Officer: J. M. B.
Financial Planner: R. H.
Frontline Specialist: A. S.

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Financial Rounds Employee Directory

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