Foundations Investment Advisors Employee Directory

Q: What is Foundations Investment Advisors known for?

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

Investment ManagementArizona, United States201-500 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.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Find Foundations Investment Advisors employees' phone numbers or email addresses

Foundations Investment Advisors Global Highlights

North America
94

United States Of America
94

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Foundations Investment Advisors's Leadership

E. R.
Chief Operating Officer (interim)
Mobile Phone
Email
D. Y.
Chief Investment Officer
Mobile Phone
Email
J. C.
Chief Operating 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

Contact profiles from Foundations Investment Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Financial Advisor & Owner
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
E. R.
Chief Operating Officer (interim)
Mobile Phone
Email
Sep 12, 2025
R. V.
Partner
Mobile Phone
Email
United StatesMaine
Dec 17, 2025
C. S.
Director Of Compliance & Deputy Cco
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
B. R.
Founder
Mobile Phone
Email
Jan 21, 2025
D. Y.
Chief Investment Officer
Mobile Phone
Email
Oct 21, 2024
J. F.
President
Mobile Phone
Email
Oct 22, 2024
J. C.
Chief Operating Officer
Mobile Phone
Email
United StatesArizona
Dec 17, 2025
S. J.
Head Of Practice Management
Mobile Phone
Email
Dec 17, 2025
J. R.
Vice President Of Financial Planning Analysis
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Foundations Investment Advisors known for?

Foundations Investment Advisors was founded in 2010 operates in the Investment Management industry. Explore Foundations Investment Advisors's company overview page for more information.

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

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

How many employees does Foundations Investment Advisors have currently?

Foundations Investment Advisors has approximately 201 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Foundations Investment Advisors's key employees include:

Chief Operating Officer (interim): E. R.
Chief Investment Officer: D. Y.
Chief Operating Officer: J. C.
Vice President Of Financial Planning Analysis: J. R.
President: J. F.

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