Mindful Money Employee Directory

Financial ServicesBerkeley, United States2-10 Employees

Mindful Money is a comprehensive financial education and wealth management firm that brings mindfulness to personal finance.  Financial planning, done right, is not about money and the real benefits of financial planning are not financial. Surprised?

Financial planning is really all about building futures, protecting families, creating legacies, and encouraging people to become better versions of themselves.  We do our best work in the places where love and money overlap.

Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, we are goal-focused and planning-driven. If you are just starting out, we have courses, digital planning tools, and evidence-based portfolios. If you are nearing retirement or selling your business, we have personal services to support you as you move forward into this exciting new time in your life.

Financial planning and investment advisory services offered by Mindful Money, a Registered Investment Advisor.

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Mindful Money Global Highlights

North America
10

United States Of America
10

Mindful Money's Leadership

C. F.
Chief Executive Officer, Founder
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J. D.
Founder And Chief Executive Officer
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J. D. -. M. P.
Founder & Ceo
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J. M.
Vice President
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G. L.
Operations Manager
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N. D. W.
Course Manager
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D. G.
Wealth Advisor
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K. D.
Philanthropy Advisor
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Mindful Money Employee Metrics

100%

50%

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2024

2023

Operations
Other

Contact profiles from Mindful Money

Name

Title

Contact Info

Location

Last Update

C. F.
Chief Executive Officer, Founder
✕
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Email
United StatesConnecticut
Oct 22, 2024
J. D.
Founder And Chief Executive Officer
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Email
Oct 18, 2024
J. D. -. M. P.
Founder & Ceo
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Mobile Phone
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Email
United StatesCalifornia
Oct 22, 2024
J. M.
Vice President
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Email
United StatesCalifornia
Oct 22, 2024
G. L.
Operations Manager
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United StatesCalifornia
Oct 16, 2024
N. D. W.
Course Manager
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Email
United StatesCalifornia
Oct 17, 2024
D. G.
Wealth Advisor
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Email
United StatesCalifornia
Jul 07, 2024
K. D.
Philanthropy Advisor
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Email
United StatesCalifornia
Oct 16, 2024
S. W.
Events Associate
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Email
United StatesMaine
Oct 22, 2024

Frequently Asked Questions

What is Mindful Money known for?

Mindful Money was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in Berkeley, US. Explore Mindful Money's company overview page for more information.

What is Mindful Money's most common email format?

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

How many employees does Mindful Money have currently?

Mindful Money has approximately 7 employees as of October 2021. These team members are located across 1 continents, including North America.

Who are Mindful Money's key employees and leadership?

As of October 2021, Mindful Money's key employees include:

Chief Executive Officer, Founder: C. F.
Founder And Chief Executive Officer: J. D.
Founder & Ceo: J. D. -. M. P.
Vice President: J. M.
Operations Manager: G. L.

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