Willow Creek Wealth Management Employee Directory

Q: What is Willow Creek Wealth Management known for?

Willow Creek Wealth Management was founded in 1984. Willow Creek Wealth Management operates in the Investment Management industry.

Investment ManagementUnited States11-50 Employees

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com.

Find Willow Creek Wealth Management employees' phone numbers or email addresses

Willow Creek Wealth Management Global Highlights

North America
52

United States Of America
50
Canada
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Willow Creek Wealth Management's Leadership

J. B.
Chief Operating Officer
Mobile Phone
Email
M. O.
President
Mobile Phone
Email
E. M.
Managing Partner And Accredited Investment Fiduciary
Mobile Phone
Email
C. D.
Owner
Mobile Phone
Email
L. S.
Partner
Mobile Phone
Email
M. K.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
B. Z.
Client Administrative Director
Mobile Phone
Email

Contact profiles from Willow Creek Wealth Management

Name

Title

Contact Info

Location

Last Update

T. W.
Tax Manager
Mobile Phone
Email
United StatesArizona
Oct 16, 2024
B. W.
Senior Financial Advisor
Mobile Phone
Email
United StatesTexas
May 29, 2025
N. S.
Senior Client Service Associate
Mobile Phone
Email
Apr 22, 2025
N. D.
Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jun 04, 2025
C. D.
Financial Planner
Mobile Phone
Email
Canada
Jun 06, 2025
C. W.
Client Service Coodinator I Marketing Specialist
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
C. S.
Private Hedge Fund, Investment And Wealth Manager
Mobile Phone
Email
United StatesFlorida
Aug 11, 2025

Frequently Asked Questions

What is Willow Creek Wealth Management known for?

Willow Creek Wealth Management was founded in 1984 operates in the Investment Management industry. The company's main headquarters is located in 825 Gravenstein Hwy North, Suite 5, Sebastopol, CA 95472, US; you can contact the main corporate office by phone at

+1-707-829-****

. Explore Willow Creek Wealth Management's company overview page for more information.

What is Willow Creek Wealth Management's most common email format?

Willow Creek Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Willow Creek Wealth Management email formats with LeadIQ.

How many employees does Willow Creek Wealth Management have currently?

Willow Creek Wealth Management has approximately 29 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Willow Creek Wealth Management's key employees and leadership?

As of October 2025, Willow Creek Wealth Management's key employees include:

Chief Operating Officer: J. B.
President: M. O.
Managing Partner And Accredited Investment Fiduciary: E. M.
Owner: C. D.
Partner: L. S.

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.