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Union Financial Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Union Financial Partners provides personalized financial guidance and ongoing service, developing a tailored plan and investment approach for each client. The process considers lifestyle choices, personal values, family and estate planning, retirement, and peace of mind, integrating these elements into financial decision-making. The firm emphasizes a goal-driven investing approach and works with clients to create strategies that align with their needs and goals, offering consultations as needed.

Operating in the financial services sector, the company serves individuals seeking customized financial planning and investment stewardship. Based in San Francisco, California, it was founded in 1997 and operates with a small professional team.

Find Union Financial Partners employees' phone numbers or email addresses

Union Financial Partners Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Union Financial Partners's Leadership

  • Stylized image of a person
    A. T.
    Certified Financial Planner™, Registered Investment Advisor, Retirement Plan Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Client Service Associate
    Phone icon
    Mobile Phone

Union Financial Partners Employee Metrics

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

Contact profiles from Union Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. T.
    Certified Financial Planner™, Registered Investment Advisor, Retirement Plan Advisor
    Phone icon
    Mobile Phone
    United StatesCalifornia
    May 23, 2025
  • Stylized image of a person
    S. B.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Oct 17, 2024

Frequently Asked Questions

What is Union Financial Partners known for?

Minus sign iconPlus sign iconUnion Financial Partners was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 2001 Union Street Suite 540 San Francisco, California 94123 United States; you can contact the main corporate office by phone at
+1-415-563-****
. Explore Union Financial Partners's company overview page for more information.

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

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

How many employees does Union Financial Partners have currently?

Minus sign iconPlus sign iconUnion Financial Partners has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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As of May 2026, Union Financial Partners's key employees include:

  • Certified Financial Planner™, Registered Investment Advisor, Retirement Plan Advisor: A. T.
  • Client Service Associate: S. B.

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