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WFA San Diego Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

WFA San Diego is a small financial services firm based in San Diego, California. It provides tailored financial strategies designed to increase and protect clients' wealth and help individuals pursue their personal goals. The firm emphasizes acting in clients' best interests and has celebrated 35 years in operation.

The firm focuses on individualized wealth planning for clients seeking tailored guidance. It states that information on its website is for informational purposes and not investment advice or a solicitation for services. With 35 years in operation, WFA San Diego is an established participant in the local financial services sector.

Find WFA San Diego employees' phone numbers or email addresses

WFA San Diego Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

WFA San Diego's Leadership

  • Stylized image of a person
    E. M.
    Chief Financial Officer
    Phone icon
    Mobile Phone

WFA San Diego Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WFA San Diego

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. M.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is WFA San Diego known for?

Minus sign iconPlus sign iconWFA San Diego was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 3170 Fourth Avenue 3rd Floor San Diego, California 92103 United States; you can contact the main corporate office by phone at
+1-619-491-****
. Explore WFA San Diego's company overview page for more information.

What is WFA San Diego's most common email format?

Minus sign iconPlus sign iconWFA San Diego employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WFA San Diego email formats with LeadIQ.

How many employees does WFA San Diego have currently?

Minus sign iconPlus sign iconWFA San Diego has approximately 8 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are WFA San Diego's key employees and leadership?

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As of April 2026, WFA San Diego's key employees include:

  • Chief Financial Officer: E. M.

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