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Synergy Financial Partners Employee Directory

Financial ServicesColorado, United States11-50 Employees

Synergy Financial Partners has about 20 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (97%) and Bangladesh (3%). Banking and Community & Social Services make up over half of the profiles with a known department. Synergy Financial Partners's workforce spans 6 departments. Synergy Financial Partners's workforce grew 27% between January 2026 and November 2026.

Find Synergy Financial Partners employees' phone numbers or email addresses

Synergy Financial Partners Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Asia
1

Minus sign iconPlus sign icon
  • Bangladesh
    1

North America accounts for 97% of Synergy Financial Partners's workforce, followed by Asia (3%).

Synergy Financial Partners's Leadership

  • Co-Founder at Synergy Financial Partners
    P. J.
    Co-Founder
    Mobile Phone
  • Partner at Synergy Financial Partners
    J. P.
    Partner
    Mobile Phone
  • Managing Partner at Synergy Financial Partners
    R. C.
    Managing Partner
    Mobile Phone
  • Senior Director at Synergy Financial Partners
    J. F.
    Senior Director
    Mobile Phone
  • Senior Advisor at Synergy Financial Partners
    M. K.
    Senior Advisor
    Mobile Phone
  • Independent Agent at Synergy Financial Partners
    G. M.
    Independent Agent
    Mobile Phone
  • Financial Representative at Synergy Financial Partners
    T. C.
    Financial Representative
    Mobile Phone
  • Licensing & Contracting Specialist at Synergy Financial Partners
    D. H.
    Licensing & Contracting Specialist
    Mobile Phone

Synergy Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Business
  • Human Resources
  • Recruiting
  • Other
  • Accounting

Banking is the largest department at 31% of profiles with a known department, up from 25% in January 2026, followed by Community & Social Services (23%, down from 38%) and Business (15%, up from 13%).

Contact profiles from Synergy Financial Partners

Name
Title
Contact
Location
Last Update
  • Partner at Synergy Financial Partners
    J. P.
    Partner
    Mobile Phone
    Nov 06, 2025
  • Co-Founder at Synergy Financial Partners
    P. J.
    Co-Founder
    Mobile Phone
    Oct 21, 2024
  • Managing Partner at Synergy Financial Partners
    R. C.
    Managing Partner
    Mobile Phone
    Oct 17, 2024
  • Senior Director at Synergy Financial Partners
    J. F.
    Senior Director
    Mobile Phone
    May 04, 2024
  • Senior Advisor at Synergy Financial Partners
    M. K.
    Senior Advisor
    Mobile Phone
    Oct 16, 2024
  • Independent Agent at Synergy Financial Partners
    G. M.
    Independent Agent
    Mobile Phone
    Sep 09, 2026
  • Financial Representative at Synergy Financial Partners
    T. C.
    Financial Representative
    Mobile Phone
    Oct 21, 2024
  • Licensing & Contracting Specialist at Synergy Financial Partners
    D. H.
    Licensing & Contracting Specialist
    Mobile Phone
    Oct 16, 2026
  • Representative at Synergy Financial Partners
    M. A.
    Representative
    Mobile Phone
    Oct 31, 2025
  • Financial Advisor at Synergy Financial Partners
    R. F.
    Financial Advisor
    Mobile Phone
    Sep 14, 2026

Frequently Asked Questions

What are the largest departments at Synergy Financial Partners?

Minus sign iconPlus sign iconBanking is the largest department at 31% of profiles with a known department, up from 25% in January 2026, followed by Community & Social Services (23%, down from 38%) and Business (15%, up from 13%). Synergy Financial Partners's workforce spans 6 departments.

Where are Synergy Financial Partners's employees located?

Minus sign iconPlus sign iconSynergy Financial Partners has about 20 employees across 2 continents, most of them in North America. North America accounts for 97% of Synergy Financial Partners's workforce, followed by Asia (3%). By country, the largest groups are United States Of America (97%) and Bangladesh (3%).

How has Synergy Financial Partners's workforce changed over the past year?

Minus sign iconPlus sign iconSynergy Financial Partners's workforce grew 27% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 25% to 31%.

How many employees does Synergy Financial Partners have currently?

Minus sign iconPlus sign iconSynergy Financial Partners has approximately 20 employees as of November 2026. These team members are located across 2 continents, including North America and Asia.

Who are Synergy Financial Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Synergy Financial Partners's key employees include:

  • Co-Founder: P. J.
  • Partner: J. P.
  • Managing Partner: R. C.
  • Senior Director: J. F.
  • Senior Advisor: M. K.

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

What is Synergy Financial Partners's most common email format?

Minus sign iconPlus sign iconSynergy Financial Partners employees' email format typically follows the pattern of FLast@sfpdenver.com. Trying to find reliable and up-to-date employee contact data? Find more Synergy Financial Partners email formats with LeadIQ.

What is Synergy Financial Partners known for?

Minus sign iconPlus sign iconSynergy Financial Partners operates in the Financial Services industry. You can contact Synergy Financial Partners's main corporate office by phone at
+1-303-399-****
. Explore Synergy Financial Partners's company overview page for more information.

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