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Safe Harbor Pension & Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Safe Harbor Pension & Wealth is a financial services firm based in Roseville, California, offering customized financial strategies for both corporate and individual clients. With a focus on pensions, retirement planning, and wealth management, the firm emphasizes collaborative teamwork, education, and open communication to help clients understand and manage financial decisions affecting their business and personal futures. Operating as an independent advisor, Safe Harbor Pension & Wealth emphasizes objectivity, integrity, and superior service in its approach to selecting appropriate strategies for each client.

Find Safe Harbor Pension & Wealth employees' phone numbers or email addresses

Safe Harbor Pension & Wealth Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • Germany
    1

Safe Harbor Pension & Wealth's Leadership

  • Stylized image of a person
    J. S.
    Chief Marketing Officer Cmo
    Mobile Phone
  • Stylized image of a person
    D. A.
    Vice President Financial Consultant
    Mobile Phone

Safe Harbor Pension & Wealth Employee Metrics

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

Contact profiles from Safe Harbor Pension & Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. S.
    Chief Marketing Officer Cmo
    Mobile Phone
    GermanyBaden-Württemberg
    Nov 14, 2025
  • Stylized image of a person
    D. A.
    Vice President Financial Consultant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Safe Harbor Pension & Wealth known for?

Minus sign iconPlus sign iconSafe Harbor Pension & Wealth operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-916-367-****
. Explore Safe Harbor Pension & Wealth's company overview page for more information.

What is Safe Harbor Pension & Wealth's most common email format?

Minus sign iconPlus sign iconSafe Harbor Pension & Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Safe Harbor Pension & Wealth email formats with LeadIQ.

How many employees does Safe Harbor Pension & Wealth have currently?

Minus sign iconPlus sign iconSafe Harbor Pension & Wealth has approximately 2 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Safe Harbor Pension & Wealth's key employees and leadership?

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As of July 2026, Safe Harbor Pension & Wealth's key employees include:

  • Chief Marketing Officer Cmo: J. S.
  • Vice President Financial Consultant: D. A.

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