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Firenze Wealth Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

Firenze Wealth Management is a financial services firm based in Tigard, Oregon, offering holistic financial guidance through a range of securities and advisory services provided by LPL Financial. Founded by Carrie Mullins and Sara Tanner, the firm emphasizes an integrated approach that combines math, art, science, literature, and physical health to support clients’ financial growth and security over time. The organization positions itself as a independent advisor aiming to deliver thoughtful, comprehensive solutions to navigate both present needs and future planning for its clients.

Find Firenze Wealth Management employees' phone numbers or email addresses

Firenze Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Firenze Wealth Management's Leadership

  • Stylized image of a person
    C. M.
    Ceo & Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. R. T.
    President & Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. M.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Client Care Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P. C.
    Wealth Advisor
    Phone icon
    Mobile Phone

Firenze Wealth Management Employee Metrics

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

Contact profiles from Firenze Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Ceo & Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 13, 2026
  • Stylized image of a person
    S. R. T.
    President & Wealth Manager
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 08, 2026
  • Stylized image of a person
    E. M.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesOregon
    Sep 18, 2025
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 08, 2026
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    May 30, 2026
  • Stylized image of a person
    K. R.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jun 02, 2026
  • Stylized image of a person
    T. S.
    Client Care Specialist
    Phone icon
    Mobile Phone
    United StatesOregon
    Apr 15, 2026
  • Stylized image of a person
    S. P. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Apr 15, 2026
  • Stylized image of a person
    M. F.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArkansas
    May 24, 2026

Frequently Asked Questions

What is Firenze Wealth Management known for?

Minus sign iconPlus sign iconFirenze Wealth Management was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 16083 Southwest Upper Boones Ferry Road Suite 250 Tigard, Oregon United States. Explore Firenze Wealth Management's company overview page for more information.

What is Firenze Wealth Management's most common email format?

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

How many employees does Firenze Wealth Management have currently?

Minus sign iconPlus sign iconFirenze Wealth Management has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Firenze Wealth Management's key employees and leadership?

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As of June 2026, Firenze Wealth Management's key employees include:

  • Ceo & Wealth Advisor: C. M.
  • President & Wealth Manager: S. R. T.
  • Director Of Operations: E. M.
  • Wealth Advisor: A. K.
  • Wealth Advisor: D. S.

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