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Moneywise Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Moneywise Wealth Management is a financial services firm headquartered at 8700 Stockdale Highway in Bakersfield, California, operating as an independent, fee-based financial and investment advisory practice. Rooted in Bakersfield, it serves clients from diverse backgrounds nationwide, combining wealth, tax, and estate planning with a strategic investing framework. The firm is independent and small-to-midsized, employing between 11 and 50 professionals. In addition to advisory services, Moneywise operates The Moneywise Guys, a live radio show and podcast that complements its financial guidance. It focuses on investment and retirement planning for individuals, families, and business owners.

Find Moneywise Wealth Management employees' phone numbers or email addresses

Moneywise Wealth Management Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Moneywise Wealth Management's Leadership

  • Co-Owner, Financial Advisor And Radio Host at Moneywise Wealth Management
    P. A.
    Co-Owner, Financial Advisor And Radio Host
    Mobile Phone
  • Owner at Moneywise Wealth Management
    W. B.
    Owner
    Mobile Phone
  • Director Of Operations at Moneywise Wealth Management
    C. L.
    Director Of Operations
    Mobile Phone
  • Investment Planner, Investor Trainer & Wealth Manager at Moneywise Wealth Management
    S. S.
    Investment Planner, Investor Trainer & Wealth Manager
    Mobile Phone
  • Account Coordinator at Moneywise Wealth Management
    C. S.
    Account Coordinator
    Mobile Phone
  • Marketing Assistant at Moneywise Wealth Management
    E. W.
    Marketing Assistant
    Mobile Phone

Moneywise Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entertainment
  • Film & Video
  • Other

Contact profiles from Moneywise Wealth Management

Name
Title
Contact
Location
Last Update
  • Co-Owner, Financial Advisor And Radio Host at Moneywise Wealth Management
    P. A.
    Co-Owner, Financial Advisor And Radio Host
    Mobile Phone
    Oct 18, 2024
  • Owner at Moneywise Wealth Management
    W. B.
    Owner
    Mobile Phone
    Oct 21, 2024
  • Director Of Operations at Moneywise Wealth Management
    C. L.
    Director Of Operations
    Mobile Phone
    Oct 23, 2024
  • Investment Planner, Investor Trainer & Wealth Manager at Moneywise Wealth Management
    S. S.
    Investment Planner, Investor Trainer & Wealth Manager
    Mobile Phone
    United Kingdom, England
    Aug 04, 2026
  • Account Coordinator at Moneywise Wealth Management
    C. S.
    Account Coordinator
    Mobile Phone
    May 21, 2025
  • Marketing Assistant at Moneywise Wealth Management
    E. W.
    Marketing Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Moneywise Wealth Management known for?

Minus sign iconPlus sign iconMoneywise Wealth Management was founded in 2003 and operates in the Financial Services industry. Explore Moneywise Wealth Management's company overview page for more information.

What is Moneywise Wealth Management's most common email format?

Minus sign iconPlus sign iconMoneywise Wealth Management employees' email format typically follows the pattern of First@moneywiseguys.com. Trying to find reliable and up-to-date employee contact data? Find more Moneywise Wealth Management email formats with LeadIQ.

How many employees does Moneywise Wealth Management have currently?

Minus sign iconPlus sign iconMoneywise Wealth Management has approximately 24 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Moneywise Wealth Management's key employees and leadership?

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As of September 2026, Moneywise Wealth Management's key employees include:

  • Co-Owner, Financial Advisor And Radio Host: P. A.
  • Owner: W. B.
  • Director Of Operations: C. L.
  • Investment Planner, Investor Trainer & Wealth Manager: S. S.
  • Account Coordinator: C. S.

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