Forefront Employee Directory

Financial ServicesTexas, United States11-50 Employees

Wealth creation is a path paved with intention, strategy, and action. Forefront is here to empower you to confidently arrive at TRUE WEALTH.

What Does Financial Freedom Look Like For You?
Your definition of True Wealth is your own and we are here to help you make it your reality. At the core of every True Wealth Statement is the freedom of time, money, and relationships to focus on what is important to you.

-TIME
-MONEY
-RELATIONSHIPS

We closely work with tech professionals, empowered women, pre-retirees and business owners to build TRUE WEALTH. Connect with one of our advisors to learn more about how you can build TRUE WEALTH below:

https://calendly.com/forefrontwp/virtual-coffee-meeting










Advisory services are offered through Forefront a DBA of Forefront Wealth Partners, LLC. 

Securities are offered through Calton & Associates, Inc., member FINRA and SIPC.Forefront is not owned or controlled by Calton & Associates, Inc.

Find Forefront employees' phone numbers or email addresses

Forefront Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Forefront's Leadership

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    C. A.
    Chief Technology Officer
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    K. C.
    Chief Investment Officer And Financial Advisor
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    J. V.
    Chief Operating Officer/Tax Advisor
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    A. W.
    Wealth Cfo
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    C. R.
    Wealth Advisor | Partner
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    C. E.
    Partner Wealth Advisor
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    E. A.
    Director Of Finance
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    A. C.
    Managing Director Of Women In Confidence | Wealth Advisor
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Forefront Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Forefront

Name
Title
Contact Info
Location
Last Update
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    C. A.
    Chief Technology Officer
    Phone icon
    United StatesTexas
    Jan 08, 2026
  • Stylized image of a person
    A. W.
    Wealth Cfo
    Phone icon
    United StatesArizona
    Jan 08, 2026
  • Stylized image of a person
    C. R.
    Wealth Advisor | Partner
    Phone icon
    United StatesTexas
    Jan 28, 2026
  • Stylized image of a person
    K. C.
    Chief Investment Officer And Financial Advisor
    Phone icon
    United StatesArizona
    Jan 27, 2026
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    C. E.
    Partner Wealth Advisor
    Phone icon
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    J. V.
    Chief Operating Officer/Tax Advisor
    Phone icon
    United StatesTexas
    Jul 04, 2025
  • Stylized image of a person
    E. A.
    Director Of Finance
    Phone icon
    United StatesTexas
    Nov 14, 2025
  • Stylized image of a person
    A. C.
    Managing Director Of Women In Confidence | Wealth Advisor
    Phone icon
    United StatesTexas
    Nov 14, 2025
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    D. B.
    Director Of Business Development
    Phone icon
    United StatesFlorida
    Oct 18, 2025
  • Stylized image of a person
    L. M.
    Director Of Client Operations
    Phone icon
    United StatesVirginia
    Dec 18, 2025

Frequently Asked Questions

What is Forefront known for?

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Forefront was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 7500 Rialto Boulevard Bldg 1 Suite 250 Austin, Texas 78735 United States. Explore Forefront's company overview page for more information.

What is Forefront's most common email format?

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

How many employees does Forefront have currently?

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Forefront has approximately 24 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Forefront's key employees and leadership?

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As of February 2026, Forefront's key employees include:

  • Chief Technology Officer: C. A.
  • Chief Investment Officer And Financial Advisor: K. C.
  • Chief Operating Officer/Tax Advisor: J. V.
  • Wealth Cfo: A. W.
  • Wealth Advisor | Partner: C. R.

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