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One Wealth Partners Financial & Insurance Solutions Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

One Wealth Partners Financial & Insurance Solutions is a Santa Monica-based financial services firm that provides securities and investment advisory services through registered representatives of MML Investors Services, LLC. The firm grew from individual practices that prioritized consistent client service and disciplined planning, and was formed by founders Steve and Ed to pool their strengths into a collaborative advisory team. It works with other professionals to tailor solutions for families, employees, and businesses as circumstances evolve.

Its target clients include individuals, families, and business owners seeking long-term guidance to meet goals such as legacy creation and financial security. Securities and investment advisory services operate under the supervision of MML Investors Services; the firm is not a subsidiary or affiliate of MML Investors Services, and the supervisory address is Newport Beach, California.

Find One Wealth Partners Financial & Insurance Solutions employees' phone numbers or email addresses

One Wealth Partners Financial & Insurance Solutions Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

One Wealth Partners Financial & Insurance Solutions's Leadership

  • Stylized image of a person
    J. M.
    Chief Financial Officer
    Mobile Phone

One Wealth Partners Financial & Insurance Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from One Wealth Partners Financial & Insurance Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M.
    Chief Financial Officer
    Mobile Phone
    Jun 30, 2026

Frequently Asked Questions

What is One Wealth Partners Financial & Insurance Solutions known for?

Minus sign iconPlus sign iconOne Wealth Partners Financial & Insurance Solutions operates in the Financial Services industry. Explore One Wealth Partners Financial & Insurance Solutions's company overview page for more information.

What is One Wealth Partners Financial & Insurance Solutions's most common email format?

Minus sign iconPlus sign iconOne Wealth Partners Financial & Insurance Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Wealth Partners Financial & Insurance Solutions email formats with LeadIQ.

How many employees does One Wealth Partners Financial & Insurance Solutions have currently?

Minus sign iconPlus sign iconOne Wealth Partners Financial & Insurance Solutions has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are One Wealth Partners Financial & Insurance Solutions's key employees and leadership?

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As of July 2026, One Wealth Partners Financial & Insurance Solutions's key employees include:

  • Chief Financial Officer: J. M.

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