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Sterling Financial Group, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sterling Financial Group, Inc. is a financial advisory firm based in Pasadena, California, operating in the financial services industry. The firm offers financial planning and wealth and investment management services to clients across the nation. As a small, independent advisory practice, it focuses on providing objective guidance to its clients. In December 2025, Sterling Financial Group was acquired by Sequoia Financial Group, LLC, a larger, SEC-registered wealth manager. This acquisition places Sterling within a broader national platform while maintaining its Pasadena roots.

Find Sterling Financial Group, Inc. employees' phone numbers or email addresses

Sterling Financial Group, Inc. Global Highlights

Location
Employees

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

Sterling Financial Group, Inc.'s Leadership

  • Stylized image of a person
    D. W.
    Partner
    Mobile Phone
  • Stylized image of a person
    S. W.
    Owner
    Mobile Phone

Sterling Financial Group, Inc. Employee Metrics

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

Contact profiles from Sterling Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. W.
    Partner
    Mobile Phone
    United StatesNorth Carolina
    Nov 18, 2025
  • Stylized image of a person
    S. W.
    Owner
    Mobile Phone
    United StatesNew Jersey
    Nov 17, 2025

Frequently Asked Questions

What is Sterling Financial Group, Inc. known for?

Minus sign iconPlus sign iconSterling Financial Group, Inc. was founded in 2019 operates in the Financial Services industry. Explore Sterling Financial Group, Inc.'s company overview page for more information.

What is Sterling Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconSterling Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sterling Financial Group, Inc. email formats with LeadIQ.

How many employees does Sterling Financial Group, Inc. have currently?

Minus sign iconPlus sign iconSterling Financial Group, Inc. has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sterling Financial Group, Inc.'s key employees and leadership?

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As of July 2026, Sterling Financial Group, Inc.'s key employees include:

  • Partner: D. W.
  • Owner: S. W.

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