The Financial Team, Inc. Employee Directory

Q: What is The Financial Team, Inc. known for?

The Financial Team, Inc. was founded in 1996. The Financial Team, Inc. operates in the Financial Services industry.

Q: How many employees does The Financial Team, Inc. have currently?

The Financial Team, Inc. has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

We believe that building your financial independence is done best by incorporating the skills of a client-centric team. Clients come to us for financial advice, but they stay for the relationship. The Financial Team’s institutional capabilities and service are tailored to each client’s unique set of needs and delivered in a boutique environment.

In 1996, TFT was founded to provide a platform for collaboration between technical tax, real estate investment and financial planning knowledge. As a California State Registered Investment Advisory (RIA) firm, our independent structure allows for our objectivity to remain liberated from the constraints and conflicts of industry formalities.

Our mission is to bring exponential improvement to our family of clients and business partners to help them transform their financial lives from the inside-out, allowing the ripple effect of these results to echo through to the lives of people they care about.

• Tax Planning
• Retirement Planning
• Cash Flow Management
• Risk Management
• Investment Portfolios
• Estate Planning
• Real Estate Portfolio and Mortgages
• College Planning

YOUR SUCCESS IS OUR ONLY MISSION

Along with our high-touch service for individuals, we offer sophisticated planning for business owners and qualified plans for their employees. Because we are a fee-for-service firm, we don’t have net worth or business size minimums to meet in order for us to have an appointment. We offer three client service options from those who have a single concern that needs to be addressed up to an annual retainer for Private CFO and Family Office services.

TFT - Your success is our only mission - we solve complex financial concerns one client at a time.

Investment Adviser Representative offering advisory services through The Financial Team, Inc. a California Registered Investment Adviser. Securities offered through JRL Capital. Member FINRA/SIPC. The Financial Team, Inc. and JRL are unaffiliated entities.

Find The Financial Team, Inc. employees' phone numbers or email addresses

The Financial Team, Inc. Global Highlights

North America
6

United States Of America
6

The Financial Team, Inc.'s Leadership

P. L.
President
Mobile Phone
Email
M. K.
Executive Assistant Office Manager
Mobile Phone
Email

Contact profiles from The Financial Team, Inc.

Name

Title

Contact Info

Location

Last Update

P. L.
President
Mobile Phone
Email
Oct 24, 2024
M. K.
Executive Assistant Office Manager
Mobile Phone
Email
United States
Nov 11, 2025

Frequently Asked Questions

What is The Financial Team, Inc. known for?

The Financial Team, Inc. was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 5740 Fleet Street, Suite 120 Carlsbad, CA 92008, US; you can contact the main corporate office by phone at

+1-760-448-****

. Explore The Financial Team, Inc.'s company overview page for more information.

What is The Financial Team, Inc.'s most common email format?

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

How many employees does The Financial Team, Inc. have currently?

The Financial Team, Inc. has approximately 5 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are The Financial Team, Inc.'s key employees and leadership?

As of November 2025, The Financial Team, Inc.'s key employees include:

President: P. L.
Executive Assistant Office Manager: M. K.

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