What departments does First Steps Financial have?

First Steps Financial has employees across 2 departments including Entrepreneurship, Finance.

What is the largest department at First Steps Financial?

The largest department at First Steps Financial is Entrepreneurship with 1 employees.

Where are First Steps Financial employees located globally?

First Steps Financial has employees across 4 continents and 6 countries including India, Philippines, United Kingdom Of Great Britain And Northern Ireland, Ireland, United States Of America.

How has First Steps Financial's team size changed over time?

First Steps Financial's team has grown from approximately 14 to 15 employees based on available data.

Learn more at LeadIQ.com

First Steps Financial Employee Directory

AccountingNew Jersey, United States11-50 Employees

First Steps Financial is an accounting firm based in Princeton, New Jersey, that emphasizes a practical and adaptable approach to financial management. With a small-to-mid-sized team, the company offers accounting, financial planning and analysis, and consulting services. Its focus is on tailoring financial processes to client goals rather than simply producing routine numbers.

Its target market comprises businesses seeking strategic insights, streamlined processes, or everyday financial support, and it aims to help them stay organized and make informed decisions. By customizing solutions to fit specific objectives, First Steps Financial supports growth while allowing clients to focus on their core activities. The company operates within the accounting sector, delivering integrated financial management services from its Princeton base.

First Steps Financial Global Highlights

North America
21

United States Of America
21

Asia
4

India
2
Philippines
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Ireland
1

Oceania
1

Australia
1

First Steps Financial's Leadership

E. E. R.
Founder
Mobile Phone
Email
R. M. J.
Managing Partner
Mobile Phone
Email
V. D.
Director
Mobile Phone
Email
S. F.
Accredited Financial Coach
Mobile Phone
Email

First Steps Financial Employee Metrics

100%

50%

2026

2025

Accounting
Business
Community & Social Services
Sales
Administrative
Other

Contact profiles from First Steps Financial

Name

Title

Contact Info

Location

Last Update

E. E. R.
Founder
Mobile Phone
Email
AustraliaWestern Australia
Apr 15, 2026
R. M. J.
Managing Partner
Mobile Phone
Email
IndiaDelhi
Aug 01, 2026
V. D.
Director
Mobile Phone
Email
Ireland
Apr 14, 2026
S. F.
Accredited Financial Coach
Mobile Phone
Email
United KingdomEngland
Jul 08, 2026

Frequently Asked Questions

What is First Steps Financial known for?

First Steps Financial operates in the Accounting industry; you can contact the main corporate office by phone at

+1-609-759-****

. Explore First Steps Financial's company overview page for more information.

What is First Steps Financial's most common email format?

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

How many employees does First Steps Financial have currently?

First Steps Financial has approximately 20 employees as of August 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are First Steps Financial's key employees and leadership?

As of August 2026, First Steps Financial's key employees include:

Founder: E. E. R.
Managing Partner: R. M. J.
Director: V. D.
Accredited Financial Coach: S. F.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.

First Steps Financial Employee Directory

Find First Steps Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead