Moneywise Wealth Management Employee Directory

Q: What is Moneywise Wealth Management known for?

Moneywise Wealth Management was founded in 2003. Moneywise Wealth Management operates in the Financial Services industry.

Q: How many employees does Moneywise Wealth Management have currently?

Moneywise Wealth Management has approximately 24 employees.

Financial ServicesCalifornia, United States11-50 Employees

We, Moneywise Wealth Management | "The Moneywise Guys" podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-earth service style that favors humor and compassion and our financial advisors are driven by an integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset.

We are dedicated to doing everything that is within our power, experience, and resources to better empower our wealth management clients and our show listeners in strategically building healthy financial lives in order to enjoy the things in life that matter much more. We are passionate about achieving this through our investment + retirement planning services and our live radio show + podcast "The Moneywise Guys."

This is the Moneywise way. Everyone deserves to create financial stability in their lives, and we believe that a healthy relationship with money allows, by ripple effect, each individual to have a positive impact on their loved ones and their community.

Individuals. Families. Business Owners.
We’re here to help you on your financial journey to and through your retirement years.

BE MONEYWISE.

Moneywise Wealth Management | "The Moneywise Guys" podcast
call: 661.847.1000
email: info@moneywiseguys.com
visit: www.moneywiseguys.com

https://www.scfsecurities.com/blog/scf-branch-named-inc-500-company/
http://www.scfsecurities.com/disc/moneywise

Find Moneywise Wealth Management employees' phone numbers or email addresses

Moneywise Wealth Management Global Highlights

North America
29

United States Of America
29

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Moneywise Wealth Management's Leadership

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

Moneywise Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Entertainment
Film & Video
Accounting
Administrative
Other

Contact profiles from Moneywise Wealth Management

Name

Title

Contact Info

Location

Last Update

D. R. A.
Owner
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
P. A.
Co-Owner, Financial Advisor And Radio Host
Mobile Phone
Email
Oct 18, 2024
W. B.
Owner
Mobile Phone
Email
Oct 21, 2024
C. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
S. S.
Investment Planner, Investor Trainer & Wealth Manager
Mobile Phone
Email
United KingdomEngland
Oct 23, 2025
C. S.
Account Coordinator
Mobile Phone
Email
UNITED STATES
May 21, 2025
C. S.
Account Coordinator
Mobile Phone
Email
May 21, 2025
E. W.
Marketing Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Moneywise Wealth Management known for?

Moneywise Wealth Management was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 8700 Stockdale Highway Bakersfield, California United States. Explore Moneywise Wealth Management's company overview page for more information.

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

Moneywise Wealth Management employees' email format typically follows the pattern of . 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?

Moneywise Wealth Management has approximately 24 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Owner: D. R. A.
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.

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