Legacy Designs Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Preparing for that next step in life isn’t always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, we promise you a new level of attention, insight and capability.

We offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Contact us to discuss your financial future at 858-558-7000.
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MassMutual refers to Massachusetts Mutual Life Insurance Company.

For your convenience, you can reach me at any of our Southern California offices:
- San Diego: 4275 Executive Square, Suite 400, La Jolla, CA 92037
- Orange County: 19900 MacArthur Blvd., Suite 900, Irvine, CA 92612

Legacy Designs Financial & Insurance Solutions, CA License: 0M23240

Find Legacy Designs Financial employees' phone numbers or email addresses

Legacy Designs Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Legacy Designs Financial's Leadership

  • Stylized image of a person
    S. B.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    J. B.
    Vice President
    Phone icon
  • Stylized image of a person
    N. P.
    Phone icon

Contact profiles from Legacy Designs Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. B.
    Chief Financial Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. B.
    Vice President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    N. P.
    Phone icon
    UNITED STATES
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Designs Financial known for?

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Legacy Designs Financial operates in the Financial Services industry. The company's main headquarters is located in 4275 Executive Sq San Diego, California 92121 US; you can contact the main corporate office by phone at . Explore Legacy Designs Financial's company overview page for more information.

What is Legacy Designs Financial's most common email format?

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

How many employees does Legacy Designs Financial have currently?

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Legacy Designs Financial has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Legacy Designs Financial's key employees and leadership?

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As of April 2026, Legacy Designs Financial's key employees include:

  • Chief Financial Officer: S. B.
  • Vice President: J. B.
  • : N. P.

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