What departments does Union Financial Partners have?

Union Financial Partners has employees across 1 departments including Finance.

What is the largest department at Union Financial Partners?

The largest department at Union Financial Partners is Finance with 1 employees.

Where are Union Financial Partners employees located globally?

Union Financial Partners has employees across 1 continents and 1 countries including United States Of America.

How has Union Financial Partners's team size changed over time?

Union Financial Partners's team has remained stable from approximately 2 to 2 employees based on available data.

Learn more at LeadIQ.com

Union Financial Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Union Financial Partners was founded in 1997 to provide personal and individualized assistance to people like you who want advice, guidance, and ongoing financial services customized to their specific needs and financial goals. We know that your lifestyle choices, your personal values, family and estate planning, a comfortable retirement, and your peace-of-mind are intertwined with personal finances, managing cash flow, and making investment decisions. We listen to you to include all of these items, and more, to develop a customized plan and investment strategy with you and for you based on your needs, financial goals, lifestyle choices, and values. We call this unique approach – “goal-based investing”.

We are always happy to consult with you and advise you whenever you need us.

Find Union Financial Partners employees' phone numbers or email addresses

Union Financial Partners Global Highlights

North America
2

United States Of America
2

Union Financial Partners's Leadership

A. T.
Certified Financial Planner™, Registered Investment Advisor, Retirement Plan Advisor
Mobile Phone
Email
S. B.
Client Service Associate
Mobile Phone
Email

Union Financial Partners Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Union Financial Partners

Name

Title

Contact Info

Location

Last Update

A. T.
Certified Financial Planner™, Registered Investment Advisor, Retirement Plan Advisor
Mobile Phone
Email
United StatesCalifornia
May 23, 2025
S. B.
Client Service Associate
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024

Frequently Asked Questions

What is Union Financial Partners known for?

Union 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?

Union 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?

Union Financial Partners has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

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

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.