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NewFocus Financial Group Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

NewFocus Financial Group is an independent, SEC-registered investment advisory firm based in San Mateo, California. It offers comprehensive financial planning and investment management services to individuals, families, business owners and trusts, as well as retirement and pension plans. The firm emphasizes guiding clients through all stages of wealth—from accumulation to retirement and legacy planning—with a collaborative, long-term approach and prudent investment strategy. In January 2021, EP Wealth Advisors, LLC announced its acquisition of NewFocus Financial Group. The organization operates as a small independent advisory within the financial services industry, and its team includes five CERTIFIED FINANCIAL PLANNER™ professionals.

Find NewFocus Financial Group employees' phone numbers or email addresses

NewFocus Financial Group Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

NewFocus Financial Group's Leadership

  • Vice President At Ep Wealth Advisors at NewFocus Financial Group
    C. J. G.
    Vice President At Ep Wealth Advisors
    Mobile Phone
  • Operations Manager at NewFocus Financial Group
    C. K.
    Operations Manager
    Mobile Phone
  • Portfolio Technical Specialist at NewFocus Financial Group
    N. W.
    Portfolio Technical Specialist
    Mobile Phone
  • Employee at NewFocus Financial Group
    K. C.
    Mobile Phone
  • Employee at NewFocus Financial Group
    M. F.
    Mobile Phone
  • Senior Advisor/Market Manager at NewFocus Financial Group
    M. F.
    Senior Advisor/Market Manager
    Mobile Phone
  • Employee at NewFocus Financial Group
    R. I.
    Mobile Phone

NewFocus Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Accounting

Contact profiles from NewFocus Financial Group

Name
Title
Contact
Location
Last Update
  • Vice President At Ep Wealth Advisors at NewFocus Financial Group
    C. J. G.
    Vice President At Ep Wealth Advisors
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Operations Manager at NewFocus Financial Group
    C. K.
    Operations Manager
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Portfolio Technical Specialist at NewFocus Financial Group
    N. W.
    Portfolio Technical Specialist
    Mobile Phone
    United States, Oregon
    Feb 01, 2024
  • Employee at NewFocus Financial Group
    K. C.
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Employee at NewFocus Financial Group
    M. F.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Senior Advisor/Market Manager at NewFocus Financial Group
    M. F.
    Senior Advisor/Market Manager
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Employee at NewFocus Financial Group
    R. I.
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is NewFocus Financial Group known for?

Minus sign iconPlus sign iconNewFocus Financial Group operates in the Financial Services industry. You can contact NewFocus Financial Group's main corporate office by phone at
+1-888-762-****
. Explore NewFocus Financial Group's company overview page for more information.

What is NewFocus Financial Group's most common email format?

Minus sign iconPlus sign iconNewFocus Financial Group employees' email format typically follows the pattern of First@newfocusfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more NewFocus Financial Group email formats with LeadIQ.

How many employees does NewFocus Financial Group have currently?

Minus sign iconPlus sign iconNewFocus Financial Group has approximately 1 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are NewFocus Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, NewFocus Financial Group's key employees include:

  • Vice President At Ep Wealth Advisors: C. J. G.
  • Operations Manager: C. K.
  • Portfolio Technical Specialist: N. W.
  • : K. C.
  • : M. F.

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