Legacy Full Circle Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Legacy Full Circle Financial and Insurance Services is a firm that is dedicated to reaching out to hard working families.  In a time where many families are struggling, we believe that spreading knowledge of financial concepts can reverse the effects of the economic epidemic that is weakening our country.  Our primary objective is to help families understand the basic concepts of how money works.  We help them assess the decisions they have made and provide them with options they never knew were available to them.
 
We know that the financial industry has done a poor job of servicing communities where the help is needed most.  Legacy Full Circle has made a commitment to take a stand for hard working families.  We believe that everyone who wants to strengthen their financial situation, regardless of social economic background, deserves access to the same opportunities, information, products and services provided to the affluent.
 
Legacy’s founding principle is:
 
Doing what is right for all of our clients 100% of the time!

Our Mission:
 
Empowering Families and Communities with the Knowledge to Build a Strong Financial Legacy!

Find Legacy Full Circle Financial & Insurance Services employees' phone numbers or email addresses

Legacy Full Circle Financial & Insurance Services Global Highlights

Location
Employees

North America
98

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  • United States Of America
    97
  • Canada
    1

Asia
3

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  • Israel
    1
  • Philippines
    1
  • India
    1

Oceania
3

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  • Australia
    3

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • South Africa
    1

Legacy Full Circle Financial & Insurance Services's Leadership

  • Stylized image of a person
    A. W.
    Chief Executive Officer
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  • Stylized image of a person
    K. K.
    Chief Executive Officer
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  • Stylized image of a person
    M. H.
    Vice President Research
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  • Stylized image of a person
    C. D.
    Vice President Of Business Development
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  • Stylized image of a person
    J. R.
    President
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  • Stylized image of a person
    B. D.
    President
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  • Stylized image of a person
    R. N.
    Co-Founder
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  • Stylized image of a person
    S. C.
    Founder
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Legacy Full Circle Financial & Insurance Services Employee Metrics

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

Contact profiles from Legacy Full Circle Financial & Insurance Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Vice President Research
    Phone icon
    Israel
    Nov 19, 2025
  • Stylized image of a person
    C. D.
    Vice President Of Business Development
    Phone icon
    United StatesFlorida
    Apr 25, 2025
  • Stylized image of a person
    A. S.
    Sales Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    B. R.
    Director
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    Sep 18, 2024
  • Stylized image of a person
    N. W.
    Business Development Manager
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    AustraliaQueensland
    Apr 07, 2025
  • Stylized image of a person
    D. G.
    Sr Cybersecurity Analyst - Infrastructure Vulnerability Assessments ➤ Fintech
    Phone icon
    United StatesNorth Carolina
    Oct 22, 2024
  • Stylized image of a person
    V. M.
    Senior Developer
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    United StatesArizona
    Jul 09, 2024
  • Stylized image of a person
    P. S.
    Management Consultant
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    IndiaRajasthan
    Oct 25, 2025
  • Stylized image of a person
    A. F.
    Office Coordinator
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    United StatesGeorgia
    Oct 21, 2025
  • Stylized image of a person
    G. K.
    Self-Employed
    Phone icon
    United States
    Aug 12, 2025

Frequently Asked Questions

What is Legacy Full Circle Financial & Insurance Services known for?

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Legacy Full Circle Financial & Insurance Services operates in the Financial Services industry. The company's main headquarters is located in 903 North Covina, California 91724 United States; you can contact the main corporate office by phone at . Explore Legacy Full Circle Financial & Insurance Services's company overview page for more information.

What is Legacy Full Circle Financial & Insurance Services's most common email format?

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

How many employees does Legacy Full Circle Financial & Insurance Services have currently?

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Legacy Full Circle Financial & Insurance Services has approximately 51 employees as of February 2026. These team members are located across 5 continents, including North AmericaAsiaOceania.

Who are Legacy Full Circle Financial & Insurance Services's key employees and leadership?

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As of February 2026, Legacy Full Circle Financial & Insurance Services's key employees include:

  • Chief Executive Officer: A. W.
  • Chief Executive Officer: K. K.
  • Vice President Research: M. H.
  • Vice President Of Business Development: C. D.
  • President: J. R.

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