FirstLine Financial Employee Directory

Q: How many employees does FirstLine Financial have currently?

FirstLine Financial has approximately 4 employees.

Financial ServicesArizona, United States2-10 Employees

FirstLine Financial is lifetime financial planning that connects individuals who want to grow and protect their capital with creative offerings that will follow them throughout their life journey. We take a holistic approach to wealth and retirement planning and more importantly, partner with you to construct your desired path towards financial security and independence.

Find FirstLine Financial employees' phone numbers or email addresses

FirstLine Financial Global Highlights

North America
4

United States Of America
4

FirstLine Financial's Leadership

K. L.
Co-Owner / Risk Management
Mobile Phone
Email
R. L.
Owner And Investment Advisor
Mobile Phone
Email
T. P. M.
Senior Financial Planner
Mobile Phone
Email

FirstLine Financial Employee Metrics

100%

50%

2026

2025

Business
Banking
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from FirstLine Financial

Name

Title

Contact Info

Location

Last Update

K. L.
Co-Owner / Risk Management
Mobile Phone
Email
United StatesArizona
Nov 11, 2025
R. L.
Owner And Investment Advisor
Mobile Phone
Email
United StatesArizona
Oct 26, 2025
T. P. M.
Senior Financial Planner
Mobile Phone
Email
United StatesArizona
Oct 26, 2025

Frequently Asked Questions

What is FirstLine Financial known for?

FirstLine Financial operates in the Financial Services industry. The company's main headquarters is located in 5635 North Scottsdale Road #170 Scottsdale, Arizona 85257 United States; you can contact the main corporate office by phone at

+1-480-729-****

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

What is FirstLine Financial's most common email format?

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

How many employees does FirstLine Financial have currently?

FirstLine Financial has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are FirstLine Financial's key employees and leadership?

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

Co-Owner / Risk Management: K. L.
Owner And Investment Advisor: R. L.
Senior Financial Planner: T. P. M.

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