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FP Transitions Employee Directory

Financial ServicesOregon, United States51-200 Employees

FP Transitions is a specialized business consulting firm serving wealth managers and independent financial advisors, offering coordinated support across the advisor life cycle to help achieve lasting business growth. The firm’s core offerings span mergers and acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and its Equity Management Solutions membership program, delivered by a team that includes a full-service legal department, credentialed analysts and modelers, and valuation specialists.

Find FP Transitions employees' phone numbers or email addresses

FP Transitions Global Highlights

Location
Employees

North America
119

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  • United States Of America
    119

Asia
1

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  • Viet Nam
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

FP Transitions's Leadership

  • Senior Vice President, Client Experience at FP Transitions
    C. S.
    Senior Vice President, Client Experience
    Mobile Phone
  • Director Of Valuations at FP Transitions
    A. W.
    Director Of Valuations
    Mobile Phone
  • Validation Director at FP Transitions
    E. P.
    Validation Director
    Mobile Phone
  • Communications Director at FP Transitions
    J. F.
    Communications Director
    Mobile Phone
  • Program Manager at FP Transitions
    C. B.
    Program Manager
    Mobile Phone
  • Principal at FP Transitions
    R. C.
    Principal
    Mobile Phone
  • Legal Team Project Coordinator at FP Transitions
    K. W.
    Legal Team Project Coordinator
    Mobile Phone
  • Paralegal at FP Transitions
    M. M.
    Paralegal
    Mobile Phone

FP Transitions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Human Resources
  • Business Development
  • Other
  • Business
  • Consultant

Contact profiles from FP Transitions

Name
Title
Contact
Location
Last Update
  • Senior Vice President, Client Experience at FP Transitions
    C. S.
    Senior Vice President, Client Experience
    Mobile Phone
    Oct 17, 2024
  • Director Of Valuations at FP Transitions
    A. W.
    Director Of Valuations
    Mobile Phone
    Aug 06, 2026
  • Validation Director at FP Transitions
    E. P.
    Validation Director
    Mobile Phone
    Oct 23, 2024
  • Communications Director at FP Transitions
    J. F.
    Communications Director
    Mobile Phone
    Jul 29, 2026
  • Program Manager at FP Transitions
    C. B.
    Program Manager
    Mobile Phone
    Dec 29, 2025
  • Principal at FP Transitions
    R. C.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Legal Team Project Coordinator at FP Transitions
    K. W.
    Legal Team Project Coordinator
    Mobile Phone
    Oct 24, 2024
  • Paralegal at FP Transitions
    M. M.
    Paralegal
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is FP Transitions known for?

Minus sign iconPlus sign iconFP Transitions was founded in 1999 and operates in the Financial Services industry. You can contact FP Transitions's main corporate office by phone at
+1-800-934-****
. Explore FP Transitions's company overview page for more information.

What is FP Transitions's most common email format?

Minus sign iconPlus sign iconFP Transitions employees' email format typically follows the pattern of First.Last@fptransitions.com. Trying to find reliable and up-to-date employee contact data? Find more FP Transitions email formats with LeadIQ.

How many employees does FP Transitions have currently?

Minus sign iconPlus sign iconFP Transitions has approximately 84 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Europe.

Who are FP Transitions's key employees and leadership?

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As of August 2026, FP Transitions's key employees include:

  • Senior Vice President, Client Experience: C. S.
  • Director Of Valuations: A. W.
  • Validation Director: E. P.
  • Communications Director: J. F.
  • Program Manager: C. B.

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