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Metanoia Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Metanoia Financial is a financial services firm headquartered in Philadelphia, Pennsylvania. It serves clients approaching retirement or already retired by helping them craft an investment strategy designed to generate a sustainable lifetime income and to leave a legacy for loved ones and organizations. It also collaborates with successful Gen X professionals through a Personal CFO approach to help them build and sustain multigenerational wealth. The company maintains a compact team, reflecting its boutique scale within the financial services sector. Its services center on integrated financial planning for retirees and Gen X professionals seeking a comprehensive, multi-generational wealth strategy. Based in Philadelphia, it is positioned within the broader financial services industry to offer strategic guidance for retirement planning and wealth transfer.

Find Metanoia Financial employees' phone numbers or email addresses

Metanoia Financial Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Metanoia Financial's Leadership

  • Stylized image of a person
    B. C.
    Founder, President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Associate Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Associate Financial Advisor
    Phone icon
    Mobile Phone

Metanoia Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Metanoia Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Founder, President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Sep 24, 2025
  • Stylized image of a person
    A. C.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    A. C.
    Associate Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 08, 2025

Frequently Asked Questions

What is Metanoia Financial known for?

Minus sign iconPlus sign iconMetanoia Financial was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in Philadelphia, Pennsylvania 19146 United States; you can contact the main corporate office by phone at
+1-404-585-****
. Explore Metanoia Financial's company overview page for more information.

What is Metanoia Financial's most common email format?

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

How many employees does Metanoia Financial have currently?

Minus sign iconPlus sign iconMetanoia Financial has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Metanoia Financial's key employees and leadership?

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As of February 2026, Metanoia Financial's key employees include:

  • Founder, President: B. C.
  • Associate Financial Planner: A. C.
  • Associate Financial Advisor: A. C.

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