What departments does MySolo401k — My Solo 401k Financial LLC have?

MySolo401k — My Solo 401k Financial LLC has employees across 1 departments including Legal.

What is the largest department at MySolo401k — My Solo 401k Financial LLC?

The largest department at MySolo401k — My Solo 401k Financial LLC is Legal with 1 employees.

Where are MySolo401k — My Solo 401k Financial LLC employees located globally?

MySolo401k — My Solo 401k Financial LLC has employees across 2 continents and 3 countries including Poland, Croatia, United States Of America.

How has MySolo401k — My Solo 401k Financial LLC's team size changed over time?

MySolo401k — My Solo 401k Financial LLC's team has grown from approximately 3 to 5 employees based on available data.

MySolo401k — My Solo 401k Financial LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

MySolo401k — My Solo 401k Financial LLC operates in the financial services sector, offering self-directed retirement solutions. The firm enables clients to use retirement funds to finance their own businesses and to invest in alternatives such as real estate, private companies, and private notes, including facilitating loans from a 401(k). It does not hold client funds or provide investment advice, instead delivering IRS-approved retirement plans, plan support, and responsive customer service. Based in Carlsbad, California in Southern California, the company is a small, specialized team. The leadership comprises a Harvard Law-trained attorney and a seasoned compliance officer, bringing more than three decades of combined experience to self-directed retirement account needs. In October 2025 the firm participated in an industry event to discuss ways for self-employed professionals to legally maximize retirement savings while maintaining compliance.

MySolo401k — My Solo 401k Financial LLC Global Highlights

North America
12

United States Of America
12

Europe
2

Poland
1
Croatia
1

MySolo401k — My Solo 401k Financial LLC's Leadership

M. A.
Director
Mobile Phone
Email
C. L.
Compliance Assistant Manager
Mobile Phone
Email
J. K.
Client Manager
Mobile Phone
Email
G. B.
General Counsel
Mobile Phone
Email
V. D.
Paralegal
Mobile Phone
Email
D. L.
Mobile Phone
Email

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

M. A.
Director
Mobile Phone
Email
Oct 23, 2025
C. L.
Compliance Assistant Manager
Mobile Phone
Email
Hong KongHong Kong
Jun 25, 2026
J. K.
Client Manager
Mobile Phone
Email
Oct 17, 2024
G. B.
General Counsel
Mobile Phone
Email
United StatesMichigan
Jun 25, 2026
V. D.
Paralegal
Mobile Phone
Email
United StatesMichigan
Jun 02, 2026
D. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

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

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

+1-347-454-****

. 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?

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?

MySolo401k — My Solo 401k Financial LLC has approximately 7 employees as of May 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?

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

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

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MySolo401k — My Solo 401k Financial LLC Employee Directory

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