Ridgeline Financial Partners Employee Directory

Financial ServicesUnited States2-10 Employees

Our mission is to provide comprehensive financial planning and wealth management services to individuals, families, and small business owners. With deep knowledge of the regulatory terrain and watchful eyes fixed on an uncertain horizon, our experienced financial planning professionals serve as the first line of protection for clients seeking to manage their financial affairs in accordance with their values.

At Ridgeline Financial Partners, we adhere to a holistic, high-level financial planning approach. Our independent financial planners strive to achieve a vantage point from which to survey the full sweep of your financial landscape, providing strategies that link the individual components of your financial health within the structure of a comprehensive wellness map.

Outside of the office, we are active members of our local community. By engaging in and supporting efforts that strengthen the social fabric of our neighborhoods, we are able to provide services and effect change in parts of our community that we could not otherwise touch in our professional lives.

Find Ridgeline Financial Partners employees' phone numbers or email addresses

Ridgeline Financial Partners Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Ridgeline Financial Partners's Leadership

  • Stylized image of a person
    C. C.
    Partner
    Phone icon
  • Stylized image of a person
    L. P.
    Operations Manager
    Phone icon
  • Stylized image of a person
    E. P.
    Office Manager/Client Services Representative
    Phone icon
  • Stylized image of a person
    K. R.
    Employee Benefits Program Manager
    Phone icon
  • Stylized image of a person
    K. B.
    Financial Planning Specialist
    Phone icon
  • Stylized image of a person
    A. E.
    Operations Coordinator
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  • Stylized image of a person
    B. C.
    Account Coordinator
    Phone icon
  • Stylized image of a person
    E. N.
    Financial Planning Consultant
    Phone icon

Contact profiles from Ridgeline Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Partner
    Phone icon
    United StatesMassachusetts
    Jan 09, 2025
  • Stylized image of a person
    L. P.
    Operations Manager
    Phone icon
    United StatesMassachusetts
    Oct 21, 2025
  • Stylized image of a person
    E. P.
    Office Manager/Client Services Representative
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. R.
    Employee Benefits Program Manager
    Phone icon
    United StatesConnecticut
    Nov 12, 2024
  • Stylized image of a person
    K. B.
    Financial Planning Specialist
    Phone icon
    United StatesConnecticut
    May 30, 2025
  • Stylized image of a person
    A. E.
    Operations Coordinator
    Phone icon
    United StatesConnecticut
    Nov 11, 2025
  • Stylized image of a person
    B. C.
    Account Coordinator
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    E. N.
    Financial Planning Consultant
    Phone icon
    United StatesConnecticut
    Aug 01, 2025

Frequently Asked Questions

What is Ridgeline Financial Partners known for?

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Ridgeline Financial Partners operates in the Financial Services industry. The company's main headquarters is located in 60 Avon Meadow Lane, Avon, Connecticut 06001, US; you can contact the main corporate office by phone at . Explore Ridgeline Financial Partners's company overview page for more information.

What is Ridgeline Financial Partners's most common email format?

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Ridgeline Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ridgeline Financial Partners email formats with LeadIQ.

How many employees does Ridgeline Financial Partners have currently?

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Ridgeline Financial Partners has approximately 10 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are Ridgeline Financial Partners's key employees and leadership?

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As of November 2025, Ridgeline Financial Partners's key employees include:

  • Partner: C. C.
  • Operations Manager: L. P.
  • Office Manager/Client Services Representative: E. P.
  • Employee Benefits Program Manager: K. R.
  • Financial Planning Specialist: K. B.

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