Foundations Investment Advisors, LLC Employee Directory

Q: What is Foundations Investment Advisors, LLC known for?

Foundations Investment Advisors, LLC was founded in 2010. Foundations Investment Advisors, LLC operates in the Investment Management industry.

Investment ManagementArizona, United States51-200 Employees

Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Find Foundations Investment Advisors, LLC employees' phone numbers or email addresses

Foundations Investment Advisors, LLC Global Highlights

North America
92

United States Of America
92

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Foundations Investment Advisors, LLC's Leadership

D. Y.
Chief Investment Officer
Mobile Phone
Email
J. R.
Vice President Of Financial Planning Analysis
Mobile Phone
Email
J. F.
President
Mobile Phone
Email
S. J.
Head Of Practice Management
Mobile Phone
Email
B. R.
Founder
Mobile Phone
Email
A. S.
Financial Advisor & Owner
Mobile Phone
Email
C. S.
Director Of Compliance & Deputy Cco
Mobile Phone
Email
M. T.
Director Of Advisor Development | Senior Financial Advisor
Mobile Phone
Email

Foundations Investment Advisors, LLC Employee Metrics

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2026

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Banking
Entrepreneurship
Engineering
Finance
Legal
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Contact profiles from Foundations Investment Advisors, LLC

Name

Title

Contact Info

Location

Last Update

S. R.
Director Of Operations
Mobile Phone
Email
United StatesArizona
Feb 10, 2025
J. G.
Project Manager
Mobile Phone
Email
United StatesArizona
Apr 27, 2025
K. B.
Relationship Manager
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
E. B.
Business Development Manager
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
J. P.
Project Manager
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
C. C.
Relationship Manager
Mobile Phone
Email
Dec 17, 2025
V. R.
Tead Lead
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
A. N.
Manager Of Trading Operations
Mobile Phone
Email
United StatesArizona
Jan 08, 2026
D. H.
Relationship Manager
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
B. M.
Advisor Services Relationship Manager
Mobile Phone
Email
Jun 23, 2025

Frequently Asked Questions

What is Foundations Investment Advisors, LLC known for?

Foundations Investment Advisors, LLC was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in 4310 East Cotton Center Boulevard Phoenix, Arizona 85040 United States. Explore Foundations Investment Advisors, LLC's company overview page for more information.

What is Foundations Investment Advisors, LLC's most common email format?

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

How many employees does Foundations Investment Advisors, LLC have currently?

Foundations Investment Advisors, LLC has approximately 75 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Foundations Investment Advisors, LLC's key employees and leadership?

As of February 2026, Foundations Investment Advisors, LLC's key employees include:

Chief Investment Officer: D. Y.
Vice President Of Financial Planning Analysis: J. R.
President: J. F.
Head Of Practice Management: S. J.
Founder: B. R.

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