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FirstLine Financial Employee Directory

Financial ServicesArizona, United States2-10 Employees

FirstLine Financial provides lifetime financial planning within the financial services sector. The firm helps individuals grow and protect their capital through offerings that accompany them across their life journey. Its approach is holistic, covering wealth and retirement planning, and it partners with clients to map a path toward financial security and independence.

Its client base comprises individuals seeking long-term financial security and independence, with services designed to address growth and protection of capital across life stages. The firm is a small operation based in Scottsdale, Arizona, positioned within the financial services industry to offer holistic wealth and retirement planning.

Find FirstLine Financial employees' phone numbers or email addresses

FirstLine Financial Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

FirstLine Financial's Leadership

  • Stylized image of a person
    K. L.
    Co-Owner / Risk Management
    Mobile Phone
  • Stylized image of a person
    R. L.
    Owner And Investment Advisor
    Mobile Phone
  • Stylized image of a person
    T. P. M.
    Senior Financial Planner
    Mobile Phone

FirstLine Financial Employee Metrics

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

Contact profiles from FirstLine Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. L.
    Co-Owner / Risk Management
    Mobile Phone
    United StatesArizona
    Nov 11, 2025
  • Stylized image of a person
    R. L.
    Owner And Investment Advisor
    Mobile Phone
    United StatesArizona
    Oct 26, 2025
  • Stylized image of a person
    T. P. M.
    Senior Financial Planner
    Mobile Phone
    United StatesArizona
    Apr 17, 2026

Frequently Asked Questions

What is FirstLine Financial known for?

Minus sign iconPlus sign iconFirstLine Financial operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconFirstLine 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?

Minus sign iconPlus sign iconFirstLine Financial has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are FirstLine Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 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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