What departments does NewFocus Financial Group have?

NewFocus Financial Group has employees across 1 departments including Operations.

What is the largest department at NewFocus Financial Group?

The largest department at NewFocus Financial Group is Operations with 1 employees.

Where are NewFocus Financial Group employees located globally?

NewFocus Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has NewFocus Financial Group's team size changed over time?

NewFocus Financial Group's team has decreased from approximately 3 to 2 employees based on available data.

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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.

NewFocus Financial Group Global Highlights

North America
12

United States Of America
12

NewFocus Financial Group's Leadership

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

NewFocus Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from NewFocus Financial Group

Name

Title

Contact Info

Location

Last Update

C. J. G.
Vice President At Ep Wealth Advisors
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. K.
Operations Manager
Mobile Phone
Email
UNITED STATES
Jul 09, 2024
N. W.
Portfolio Technical Specialist
Mobile Phone
Email
United StatesOregon
Feb 01, 2024
K. C.
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
M. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. F.
Senior Advisor/Market Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. I.
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is NewFocus Financial Group known for?

NewFocus Financial Group operates in the Financial Services industry. The company's main headquarters is located in 1900 South Norfolk Street Suite 350 San Mateo, California 94403 United States; you can contact the 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?

NewFocus Financial Group employees' email format typically follows the pattern of . 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?

NewFocus Financial Group has approximately 1 employees as of May 2026. These team members are located across 1 continents, including North America.

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

As of May 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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NewFocus Financial Group Employee Directory

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