Financial West Group logo

Financial West Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Financial West Group is a financial services firm founded in 1985 that supports a nationwide network of registered representatives through a centralized corporate team and multiple supervisory offices. Based in Westlake Village, California, the company emphasizes service quality and technology to enable its representatives to focus on meeting investors’ needs, while it maintains membership with FINRA and SIPC and operates as a SEC Registered Investment Advisor offering a broad range of financial products and services. Its structure includes a sizeable footprint of supervisory offices across the United States, indicating a distributed model designed to serve individual investors through affiliated professionals. The organization positions itself as a facilitator of professional financial guidance within the U.S. advisory landscape, balancing regulatory compliance with a focus on client service infrastructure.

Find Financial West Group employees' phone numbers or email addresses

Financial West Group Global Highlights

Location
Employees

North America
132

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  • United States Of America
    131
  • Canada
    1

Oceania
2

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  • Australia
    2

Asia
1

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  • India
    1

Europe
1

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  • Romania
    1

Financial West Group's Leadership

  • President And Chief Financial Officer at Financial West Group
    M. D.
    President And Chief Financial Officer
  • Founder at Financial West Group
    K. M.
    Founder
  • Partner at Financial West Group
    G. D.
    Partner
  • Director Legal And Human Resou at Financial West Group
    S. S.
    Director Legal And Human Resou
  • Information Technology Manager at Financial West Group
    C. D.
    Information Technology Manager
  • Real Estate Investor at Financial West Group
    M. L.
    Real Estate Investor
  • Administrative Assistant at Financial West Group
    A. W.
    Administrative Assistant
  • Investment Consultant at Financial West Group
    D. C.
    Investment Consultant

Financial West Group Employee Metrics

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

Contact profiles from Financial West Group

Name
Title
Contact
Location
Last Update
  • Partner at Financial West Group
    G. D.
    Partner
    Oct 22, 2024
  • Founder at Financial West Group
    K. M.
    Founder
    Oct 23, 2024
  • President And Chief Financial Officer at Financial West Group
    M. D.
    President And Chief Financial Officer
    Oct 17, 2024
  • Director Legal And Human Resou at Financial West Group
    S. S.
    Director Legal And Human Resou
    Oct 17, 2024
  • Information Technology Manager at Financial West Group
    C. D.
    Information Technology Manager
    Oct 16, 2024
  • Real Estate Investor at Financial West Group
    M. L.
    Real Estate Investor
    Jun 29, 2026
  • Administrative Assistant at Financial West Group
    A. W.
    Administrative Assistant
    Oct 22, 2024
  • Investment Consultant at Financial West Group
    D. C.
    Investment Consultant
    Oct 22, 2024
  • Certified Public Accountant at Financial West Group
    D. H.
    Certified Public Accountant
    Oct 23, 2024
  • Financial Advisor at Financial West Group
    D. H.
    Financial Advisor
    Oct 16, 2024

Frequently Asked Questions

What is Financial West Group known for?

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Financial West Group was founded in 1985 and operates in the Financial Services industry. You can contact Financial West Group's main corporate office by phone at . Explore Financial West Group's company overview page for more information.

What is Financial West Group's most common email format?

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

How many employees does Financial West Group have currently?

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Financial West Group has approximately 64 employees as of August 2026. These team members are located across 4 continents, including North America, Oceania and Asia.

Who are Financial West Group's key employees and leadership?

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As of August 2026, Financial West Group's key employees include:

  • President And Chief Financial Officer: M. D.
  • Founder: K. M.
  • Partner: G. D.
  • Director Legal And Human Resou: S. S.
  • Information Technology Manager: C. D.

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