Spinnaker Financial Advisors, LLC. Employee Directory

Financial ServicesIdaho, United States2-10 Employees

We are a professional fee-only wealth management firm deeply committed to helping individuals and families achieve their life and financial goals. We help our clients achieve their goals by thorough and creative planning, systematic implementation, disciplined investing, and control of implementation, tax and management costs.

Find Spinnaker Financial Advisors, LLC. employees' phone numbers or email addresses

Spinnaker Financial Advisors, LLC. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Spinnaker Financial Advisors, LLC.'s Leadership

  • Stylized image of a person
    J. C.
    Owner
    Phone icon
  • Stylized image of a person
    D. D.
    Office Manager
    Phone icon
  • Stylized image of a person
    D. D.
    Office Manager
    Phone icon
  • Stylized image of a person
    A. C.
    Financial Advisor
    Phone icon

Spinnaker Financial Advisors, LLC. Employee Metrics

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

Contact profiles from Spinnaker Financial Advisors, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Owner
    Phone icon
    United StatesIdaho
    Feb 17, 2026
  • Stylized image of a person
    D. D.
    Office Manager
    Phone icon
    United StatesIdaho
    Jun 26, 2025
  • Stylized image of a person
    D. D.
    Office Manager
    Phone icon
    United StatesIdaho
    Jun 26, 2025
  • Stylized image of a person
    A. C.
    Financial Advisor
    Phone icon
    United StatesIdaho
    Feb 20, 2025

Frequently Asked Questions

What is Spinnaker Financial Advisors, LLC. known for?

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Spinnaker Financial Advisors, LLC. was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2922 Cortez Avenue Idaho Falls, Idaho 83404 United States; you can contact the main corporate office by phone at . Explore Spinnaker Financial Advisors, LLC.'s company overview page for more information.

What is Spinnaker Financial Advisors, LLC.'s most common email format?

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

How many employees does Spinnaker Financial Advisors, LLC. have currently?

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Spinnaker Financial Advisors, LLC. has approximately 3 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Spinnaker Financial Advisors, LLC.'s key employees and leadership?

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As of April 2026, Spinnaker Financial Advisors, LLC.'s key employees include:

  • Owner: J. C.
  • Office Manager: D. D.
  • Office Manager: D. D.
  • Financial Advisor: A. C.

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