What departments does Sense Financial Services LLC have?

Sense Financial Services LLC has employees across 2 departments including Customer Success, Marketing.

What is the largest department at Sense Financial Services LLC?

The largest department at Sense Financial Services LLC is Customer Success with 2 employees.

Where are Sense Financial Services LLC employees located globally?

Sense Financial Services LLC has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Brazil.

How has Sense Financial Services LLC's team size changed over time?

Sense Financial Services LLC's team has grown from approximately 10 to 11 employees based on available data.

Learn more at LeadIQ.com

Sense Financial Services LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sense Financial Services LLC operates in the financial services sector from Anaheim, California. The company positions itself as a leading provider of retirement accounts that feature checkbook control, including the Solo 401k and the Checkbook IRA. These offerings aim to give clients direct control over their retirement funds and the ability to invest across a broad range of asset classes without custodian approval. Its primary customers are individuals seeking self-directed retirement solutions that permit investments such as real estate, private lending, and mortgage notes. In November 2023, Sense Financial launched the self-directed Solo 401k with checkbook control.

Sense Financial Services LLC Global Highlights

North America
13

United States Of America
13

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Brazil
1

Sense Financial Services LLC's Leadership

N. S.
Account Manager
Mobile Phone
Email
V. P.
Marketing Manager
Mobile Phone
Email
N. F.
Customer Service
Mobile Phone
Email
A. F.
Mobile Phone
Email

Sense Financial Services LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Sales
Support
Accounting
Other
Community & Social Services
Consultant

Contact profiles from Sense Financial Services LLC

Name

Title

Contact Info

Location

Last Update

N. S.
Account Manager
Mobile Phone
Email
United States
Nov 17, 2025
V. P.
Marketing Manager
Mobile Phone
Email
N. F.
Customer Service
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Sense Financial Services LLC known for?

Sense Financial Services LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 155 North Riverview Drive Suite #100 Anaheim, California 92808 United States; you can contact the main corporate office by phone at

+1-949-228-****

. Explore Sense Financial Services LLC's company overview page for more information.

What is Sense Financial Services LLC's most common email format?

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

How many employees does Sense Financial Services LLC have currently?

Sense Financial Services LLC has approximately 10 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Sense Financial Services LLC's key employees and leadership?

As of June 2026, Sense Financial Services LLC's key employees include:

Account Manager: N. S.
Marketing Manager: V. P.
Customer Service: N. F.
: A. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Sense Financial Services LLC Employee Directory

Find Sense Financial Services LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead