Golden Summit Wealth & Insurance Solutions logo

Golden Summit Wealth & Insurance Solutions Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Golden Summit Wealth & Insurance Solutions has about 147 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (94%), Canada (2%) and Thailand (1%). Banking and Finance make up over half of the profiles with a known department. Golden Summit Wealth & Insurance Solutions's workforce spans 9 departments.

Find Golden Summit Wealth & Insurance Solutions employees' phone numbers or email addresses

Golden Summit Wealth & Insurance Solutions Global Highlights

Location
Employees

North America
140

Minus sign iconPlus sign icon
  • United States Of America
    137
  • Canada
    3

Asia
4

Minus sign iconPlus sign icon
  • Thailand
    2
  • Philippines
    1
  • Malaysia
    1

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

North America accounts for 97% of Golden Summit Wealth & Insurance Solutions's workforce, followed by Asia (3%).

Golden Summit Wealth & Insurance Solutions's Leadership

  • Managing Partner And Wealth Management Advisor at Golden Summit Wealth & Insurance Solutions
    D. V.
    Managing Partner And Wealth Management Advisor
  • Senior Vice President at Golden Summit Wealth & Insurance Solutions
    L. H. J. P.
    Senior Vice President
  • Senior Manager at Golden Summit Wealth & Insurance Solutions
    B. L.
    Senior Manager
  • Office Manager at Golden Summit Wealth & Insurance Solutions
    F. Y.
    Office Manager
  • Financial Advisor at Golden Summit Wealth & Insurance Solutions
    C. T.
    Financial Advisor
  • Financial Services Professional at Golden Summit Wealth & Insurance Solutions
    D. K.
    Financial Services Professional
  • Financial Planner & Insurance Advisor at Golden Summit Wealth & Insurance Solutions
    K. E.
    Financial Planner & Insurance Advisor
  • Financial Services Professional at Golden Summit Wealth & Insurance Solutions
    Z. T.
    Financial Services Professional

Golden Summit Wealth & Insurance Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Recruiting
  • Community & Social Services
  • Finance
  • Business
  • Other
  • Business Development

Banking is the largest department at 79% of profiles with a known department, followed by Finance (5%) and Community & Social Services (4%).

Contact profiles from Golden Summit Wealth & Insurance Solutions

Name
Title
Contact
Location
Last Update
  • Managing Partner And Wealth Management Advisor at Golden Summit Wealth & Insurance Solutions
    D. V.
    Managing Partner And Wealth Management Advisor
    Oct 24, 2024
  • Senior Vice President at Golden Summit Wealth & Insurance Solutions
    L. H. J. P.
    Senior Vice President
    Oct 16, 2024
  • Senior Manager at Golden Summit Wealth & Insurance Solutions
    B. L.
    Senior Manager
    Thailand
    Sep 16, 2026
  • Office Manager at Golden Summit Wealth & Insurance Solutions
    F. Y.
    Office Manager
    Oct 16, 2024
  • Financial Advisor at Golden Summit Wealth & Insurance Solutions
    C. T.
    Financial Advisor
    Oct 02, 2026
  • Financial Services Professional at Golden Summit Wealth & Insurance Solutions
    D. K.
    Financial Services Professional
    Bay
    Sep 11, 2026
  • Financial Planner & Insurance Advisor at Golden Summit Wealth & Insurance Solutions
    K. E.
    Financial Planner & Insurance Advisor
    Canada
    May 31, 2026
  • Financial Services Professional at Golden Summit Wealth & Insurance Solutions
    Z. T.
    Financial Services Professional
    Bay
    Sep 18, 2026
  • New Business Coordinator at Golden Summit Wealth & Insurance Solutions
    J. F.
    New Business Coordinator
    Mar 17, 2026
  • Certified Financial Planner™ at Golden Summit Wealth & Insurance Solutions
    C. S.
    Certified Financial Planner™
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at Golden Summit Wealth & Insurance Solutions?

Minus sign iconPlus sign icon
Banking is the largest department at 79% of profiles with a known department, followed by Finance (5%) and Community & Social Services (4%). Golden Summit Wealth & Insurance Solutions's workforce spans 9 departments.

Where are Golden Summit Wealth & Insurance Solutions's employees located?

Minus sign iconPlus sign icon
Golden Summit Wealth & Insurance Solutions has about 147 employees across 2 continents, most of them in North America. North America accounts for 97% of Golden Summit Wealth & Insurance Solutions's workforce, followed by Asia (3%). By country, the largest groups are United States Of America (94%), Canada (2%) and Thailand (1%).

How many employees does Golden Summit Wealth & Insurance Solutions have currently?

Minus sign iconPlus sign icon
Golden Summit Wealth & Insurance Solutions has approximately 147 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Africa.

Who are Golden Summit Wealth & Insurance Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Golden Summit Wealth & Insurance Solutions's key employees include:

  • Managing Partner And Wealth Management Advisor: D. V.
  • Senior Vice President: L. H. J. P.
  • Senior Manager: B. L.
  • Office Manager: F. Y.
  • Financial Advisor: C. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Golden Summit Wealth & Insurance Solutions's most common email format?

Minus sign iconPlus sign icon
Golden Summit Wealth & Insurance Solutions employees' email format typically follows the pattern of FLast@massmutual.com. Trying to find reliable and up-to-date employee contact data? Find more Golden Summit Wealth & Insurance Solutions email formats with LeadIQ.

What is Golden Summit Wealth & Insurance Solutions known for?

Minus sign iconPlus sign icon
Golden Summit Wealth & Insurance Solutions was founded in 1868 and operates in the Financial Services industry. Explore Golden Summit Wealth & Insurance Solutions's company overview page for more information.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.