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Retirement Funding Solutions Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Retirement Funding Solutions is a financial services firm based in San Diego, California, with a workforce of approximately 51 to 200 employees. The company concentrates on retirement education for retirees and their families, emphasizing the Home Equity Conversion Mortgage (HECM) as a tool that uses home equity in retirement planning. The description notes that HECM was created by the US Government during the Reagan era, and that many financial advisors view it as one component of comprehensive financial planning. Retirement Funding Solutions states a commitment to an honest, ethical, and open dialogue and to integrating its discussions with a circle of trusted advisors, including family or other financial professionals. The firm is an Equal Housing Lender and holds NMLS ID 1025894; its website is https://rfslends.com.

Find Retirement Funding Solutions employees' phone numbers or email addresses

Retirement Funding Solutions Global Highlights

Location
Employees

North America
98

Minus sign iconPlus sign icon
  • United States Of America
    98

Retirement Funding Solutions's Leadership

  • Stylized image of a person
    D. E.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Vp Nw Regional Sales Leader Nmls
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Executive Vice President / Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Director Of Government Affairs
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Business Development Director Hecm For Purchase
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. G.
    Director Of Membership
    Phone icon
    Mobile Phone

Retirement Funding Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Purchasing
  • Accounting
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from Retirement Funding Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    D. S.
    Executive Vice President / Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    D. E.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    R. B.
    Managing Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    R. S.
    Vp Nw Regional Sales Leader Nmls
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    B. K.
    Director Of Government Affairs
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    Business Development Director Hecm For Purchase
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    H. G.
    Director Of Membership
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. P.
    Sales Manager Certified Reverse Mortgage Professional
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    B. D.
    Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 24, 2025

Frequently Asked Questions

What is Retirement Funding Solutions known for?

Minus sign iconPlus sign iconRetirement Funding Solutions was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 3131 Camino Del Rio North Suite 150 San Diego, California 92108 United States; you can contact the main corporate office by phone at
+1-877-721-****
. Explore Retirement Funding Solutions's company overview page for more information.

What is Retirement Funding Solutions's most common email format?

Minus sign iconPlus sign iconRetirement Funding Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retirement Funding Solutions email formats with LeadIQ.

How many employees does Retirement Funding Solutions have currently?

Minus sign iconPlus sign iconRetirement Funding Solutions has approximately 54 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Retirement Funding Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Retirement Funding Solutions's key employees include:

  • Chief Operating Officer: D. E.
  • Vp Nw Regional Sales Leader Nmls: R. S.
  • President: A. P.
  • Executive Vice President / Partner: D. S.
  • Managing Partner: R. B.

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