Redwood Financial logo

Redwood Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Redwood Financial is an independent firm that provides investment planning and asset management services within the financial services sector. Based in Fort Worth, Texas, it serves clients seeking guidance on building and protecting wealth. Its approach centers on offering advice that aligns with clients' objectives, rather than generic recommendations. The firm emphasizes integrity as essential in navigating markets that can be volatile and uncertain.

Its client base comprises individuals seeking long-term wealth management and financial planning. Its strategy focuses on building and implementing financial plans designed to endure through changing economic conditions.

Find Redwood Financial employees' phone numbers or email addresses

Redwood Financial Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Europe
7

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  • United Kingdom Of Great Britain And Northern Ireland
    7

Asia
2

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  • India
    2

Oceania
1

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  • Australia
    1

Redwood Financial's Leadership

  • Chief Development Officer at Redwood Financial
    M. O.
    Chief Development Officer
  • Director Of Operations at Redwood Financial
    H. B. D.
    Director Of Operations
  • Paraplanner at Redwood Financial
    L. G.
    Paraplanner
  • Investment Advisor Representative at Redwood Financial
    C. N.
    Investment Advisor Representative
  • Wealth Advisor at Redwood Financial
    J. H.
    Wealth Advisor
  • Executive Partner at Redwood Financial
    R. O.
    Executive Partner
  • Financial Analyst at Redwood Financial
    C. R.
    Financial Analyst

Redwood Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Sales
  • Support
  • Other
  • Business Development

Contact profiles from Redwood Financial

Name
Title
Contact
Location
Last Update
  • Chief Development Officer at Redwood Financial
    M. O.
    Chief Development Officer
    Oct 23, 2024
  • Director Of Operations at Redwood Financial
    H. B. D.
    Director Of Operations
    United Kingdom
    Jan 29, 2026
  • Paraplanner at Redwood Financial
    L. G.
    Paraplanner
    United Kingdom, England
    Sep 03, 2026
  • Investment Advisor Representative at Redwood Financial
    C. N.
    Investment Advisor Representative
    Jun 08, 2026
  • Wealth Advisor at Redwood Financial
    J. H.
    Wealth Advisor
    Oct 16, 2024
  • Executive Partner at Redwood Financial
    R. O.
    Executive Partner
    Jun 08, 2026
  • Financial Analyst at Redwood Financial
    C. R.
    Financial Analyst
    Sep 11, 2026

Frequently Asked Questions

What is Redwood Financial known for?

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Redwood Financial was founded in 2010 and operates in the Financial Services industry. You can contact Redwood Financial's main corporate office by phone at . Explore Redwood Financial's company overview page for more information.

What is Redwood Financial's most common email format?

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Redwood Financial employees' email format typically follows the pattern of First.Last@redwoodfp.com. Trying to find reliable and up-to-date employee contact data? Find more Redwood Financial email formats with LeadIQ.

How many employees does Redwood Financial have currently?

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Redwood Financial has approximately 34 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Asia.

Who are Redwood Financial's key employees and leadership?

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As of August 2026, Redwood Financial's key employees include:

  • Chief Development Officer: M. O.
  • Director Of Operations: H. B. D.
  • Paraplanner: L. G.
  • Investment Advisor Representative: C. N.
  • Wealth Advisor: J. H.

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