LifeLine Financial Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

LifeLine Financial Group operates as a boutique multi-family office serving globally dynamic families creating first-generation wealth. It collaborates with accomplished founders, athletes, entertainers, and cultural leaders to navigate rapid financial growth, increasing complexity, and long-term capital stewardship.

Through its affiliated entities, LifeLine Financial Group and LifeLine Wealth Management, it offers an integrated suite of services including day-to-day financial management, cash-flow oversight, tax strategy, wealth management, estate planning, and risk management. With offices in Beverly Hills, Denver, and Houston, LifeLine works closely with families to bring structure and thoughtful decision-making to their financial lives as wealth evolves. Its stated aim is to convert momentum into permanence by building generational wealth, independence, and lasting impact.

Find LifeLine Financial Group employees' phone numbers or email addresses

LifeLine Financial Group Global Highlights

Location
Employees

North America
31

Minus sign iconPlus sign icon
  • United States Of America
    31

LifeLine Financial Group's Leadership

  • Stylized image of a person
    J. H.
    Ceo
    Phone icon
  • Stylized image of a person
    P. S.
    Owner
    Phone icon
  • Stylized image of a person
    R. L.
    General Manager
    Phone icon
  • Stylized image of a person
    E. A.
    Senior Accountant
    Phone icon
  • Stylized image of a person
    J. E.
    Reimbursement Implementation Specialist Senior
    Phone icon
  • Stylized image of a person
    D. B.
    General Counsel
    Phone icon
  • Stylized image of a person
    A. R.
    Accountant
    Phone icon
  • Stylized image of a person
    D. A. B.
    Member
    Phone icon

LifeLine Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Community & Social Services
  • Sales
  • Other
  • Legal

Contact profiles from LifeLine Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. S.
    Owner
    Phone icon
    United StatesArkansas
    Jul 31, 2024
  • Stylized image of a person
    J. H.
    Ceo
    Phone icon
    United StatesFlorida
    Apr 07, 2026
  • Stylized image of a person
    R. L.
    General Manager
    Phone icon
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    E. A.
    Senior Accountant
    Phone icon
    United StatesMississippi
    Jan 27, 2026
  • Stylized image of a person
    J. E.
    Reimbursement Implementation Specialist Senior
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. B.
    General Counsel
    Phone icon
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    A. R.
    Accountant
    Phone icon
    United StatesVirginia
    Nov 11, 2025
  • Stylized image of a person
    D. A. B.
    Member
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. Z.
    Certified Public Accountant
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    L. H. L.
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is LifeLine Financial Group known for?

Minus sign iconPlus sign icon
LifeLine Financial Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in Beverly Hills, California 90211 United States; you can contact the main corporate office by phone at . Explore LifeLine Financial Group's company overview page for more information.

What is LifeLine Financial Group's most common email format?

Minus sign iconPlus sign icon
LifeLine Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifeLine Financial Group email formats with LeadIQ.

How many employees does LifeLine Financial Group have currently?

Minus sign iconPlus sign icon
LifeLine Financial Group has approximately 27 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are LifeLine Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, LifeLine Financial Group's key employees include:

  • Ceo: J. H.
  • Owner: P. S.
  • General Manager: R. L.
  • Senior Accountant: E. A.
  • Reimbursement Implementation Specialist Senior: J. E.

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

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.