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San Francisco Associates Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

San Francisco Associates is a financial services firm based in San Francisco, California, with roots tracing back to 1942. It helps individuals, families, and small businesses design personalized financial programs and investment strategies aligned with their values and objectives.

By not offering proprietary products, the firm selects from a range of strategies to develop and implement plans that meet clients' aims. Based in San Francisco, it emphasizes a client-focused approach rather than a one-size-fits-all solution. With a relatively small client base, the company pursues a tailored, hands-on style of financial planning and investment guidance.

Find San Francisco Associates employees' phone numbers or email addresses

San Francisco Associates Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Europe
1

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  • Germany
    1

San Francisco Associates's Leadership

  • Stylized image of a person
    K. H.
    President
    Mobile Phone
  • Stylized image of a person
    M. R.
    President
    Mobile Phone
  • Stylized image of a person
    K. D.
    Program Manager
    Mobile Phone
  • Stylized image of a person
    M. W.
    Client Associate
    Mobile Phone

San Francisco Associates Employee Metrics

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

Contact profiles from San Francisco Associates

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. H.
    President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. R.
    President
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    K. D.
    Program Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. W.
    Client Associate
    Mobile Phone
    GermanyBerlin
    Oct 18, 2025

Frequently Asked Questions

What is San Francisco Associates known for?

Minus sign iconPlus sign iconSan Francisco Associates was founded in 1942 operates in the Financial Services industry. Explore San Francisco Associates's company overview page for more information.

What is San Francisco Associates's most common email format?

Minus sign iconPlus sign iconSan Francisco Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more San Francisco Associates email formats with LeadIQ.

How many employees does San Francisco Associates have currently?

Minus sign iconPlus sign iconSan Francisco Associates has approximately 20 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are San Francisco Associates's key employees and leadership?

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As of July 2026, San Francisco Associates's key employees include:

  • President: K. H.
  • President: M. R.
  • Program Manager: K. D.
  • Client Associate: M. W.

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