MySolo401k — My Solo 401k Financial LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

We help our clients take control of their retirement money. Our products and services provide our clients the freedom to use their retirement funds to finance their own business, invest in alternative investments such as real estate, private companies, private notes as well as process loans from their 401k.

Because we never hold your money nor offer you investment advice, we can focus on what we do best: providing IRS-approved retirement plans, expert plan support, and responsive and energetic customer service.

Led by an expert Attorney (Harvard Law) and seasoned Compliance Officer having over 30 years of combined experience, we are well-equipped to assist you with your self-directed retirement account needs.

Find MySolo401k — My Solo 401k Financial LLC employees' phone numbers or email addresses

MySolo401k — My Solo 401k Financial LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Europe
2

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  • Poland
    1
  • Croatia
    1

MySolo401k — My Solo 401k Financial LLC's Leadership

  • Stylized image of a person
    M. A.
    Director
    Phone icon
  • Stylized image of a person
    J. K.
    Client Manager
    Phone icon
  • Stylized image of a person
    G. B.
    General Counsel
    Phone icon
  • Stylized image of a person
    V. D.
    Paralegal
    Phone icon
  • Stylized image of a person
    D. L.
    Phone icon

MySolo401k — My Solo 401k Financial LLC Employee Metrics

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

Contact profiles from MySolo401k — My Solo 401k Financial LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. A.
    Director
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    J. K.
    Client Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    G. B.
    General Counsel
    Phone icon
    United StatesMichigan
    Dec 08, 2025
  • Stylized image of a person
    V. D.
    Paralegal
    Phone icon
    United StatesMichigan
    Aug 11, 2025
  • Stylized image of a person
    D. L.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is MySolo401k — My Solo 401k Financial LLC known for?

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MySolo401k — My Solo 401k Financial LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 701 Palomar Airport Road #300 Carlsbad, California 92011 United States; you can contact the main corporate office by phone at . Explore MySolo401k — My Solo 401k Financial LLC's company overview page for more information.

What is MySolo401k — My Solo 401k Financial LLC's most common email format?

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MySolo401k — My Solo 401k Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MySolo401k — My Solo 401k Financial LLC email formats with LeadIQ.

How many employees does MySolo401k — My Solo 401k Financial LLC have currently?

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MySolo401k — My Solo 401k Financial LLC has approximately 7 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are MySolo401k — My Solo 401k Financial LLC's key employees and leadership?

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As of February 2026, MySolo401k — My Solo 401k Financial LLC's key employees include:

  • Director: M. A.
  • Client Manager: J. K.
  • General Counsel: G. B.
  • Paralegal: V. D.
  • : D. L.

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