What departments does WorthPointe have?

WorthPointe has employees across 2 departments including Finance, Administrative.

What is the largest department at WorthPointe?

The largest department at WorthPointe is Finance with 3 employees.

Where are WorthPointe employees located globally?

WorthPointe has employees across 1 continents and 1 countries including United States Of America.

How has WorthPointe's team size changed over time?

WorthPointe's team has decreased from approximately 21 to 17 employees based on available data.

WorthPointe Employee Directory

Q: Who are WorthPointe's key employees and leadership?

WorthPointe's key employees include: Founder: C. P. V. S..

Financial ServicesCalifornia, United States11-50 Employees

WorthPointe is a fee-only financial planning firm with a multi-market presence in San Diego, Austin, and Dallas–Fort Worth. Its advisory team is made up of CERTIFIED FINANCIAL PLANNERS™ who are owners and bring credentialed expertise to bear across a broad range of services, including financial planning, investment consulting, tax planning, asset protection, estate planning, and charitable giving support. The firm emphasizes tailoring its guidance to each client’s budget to help protect and grow their financial future.

Operating within the financial services sector, WorthPointe positions itself as a boutique firm that combines personalized planning with technology to streamline processes for clients and staff. It has expanded beyond its initial markets to California, including an Orange County office, reflecting growth across its footprint, and has earned recognition in industry rankings, such as being named among the Best-In-State Wealth Advisors in Wyoming in 2026 by Forbes SHOOK.

WorthPointe Global Highlights

North America
23

United States Of America
23

WorthPointe's Leadership

C. P. V. S.
Founder
Mobile Phone
Email
C. S.
Partner | Wealth Manager
Mobile Phone
Email
S. O.
Director Of Wealth Management, Partner
Mobile Phone
Email
B. M.
Wealth Manager
Mobile Phone
Email
R. W.
Certified Financial Planner, Wealth Manager
Mobile Phone
Email
D. B.
Partner I Wealth Manager
Mobile Phone
Email
R. W. C.
Certified Financial Planner, Wealth Manager
Mobile Phone
Email
K. P.
Wealth Management Client Associate
Mobile Phone
Email

WorthPointe Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Administrative
Analytics
Other
Banking
Business
Accounting

Contact profiles from WorthPointe

Name

Title

Contact Info

Location

Last Update

C. S.
Partner | Wealth Manager
Mobile Phone
Email
United StatesOklahoma
Jan 28, 2026
C. P. V. S.
Founder
Mobile Phone
Email
United StatesWyoming
Nov 05, 2025
S. O.
Director Of Wealth Management, Partner
Mobile Phone
Email
United StatesTexas
May 28, 2026
B. M.
Wealth Manager
Mobile Phone
Email
United StatesTexas
Nov 13, 2024
R. W.
Certified Financial Planner, Wealth Manager
Mobile Phone
Email
United StatesTexas
Apr 15, 2026
D. B.
Partner I Wealth Manager
Mobile Phone
Email
United StatesTexas
Jan 08, 2026
R. W. C.
Certified Financial Planner, Wealth Manager
Mobile Phone
Email
Mar 31, 2025
K. P.
Wealth Management Client Associate
Mobile Phone
Email
United StatesTexas
May 30, 2026
C. V.
Investment Advisory Rep
Mobile Phone
Email
Apr 08, 2026
B. A. R.
Mobile Phone
Email
UNITED STATES
Sep 17, 2024

Frequently Asked Questions

What is WorthPointe known for?

WorthPointe was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 4445 Eastgate Malecón Suite 200 San Diego, California 92121 United States; you can contact the main corporate office by phone at

+1-512-464-****

. Explore WorthPointe's company overview page for more information.

What is WorthPointe's most common email format?

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

How many employees does WorthPointe have currently?

WorthPointe has approximately 16 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WorthPointe's key employees and leadership?

As of May 2026, WorthPointe's key employees include:

Founder: C. P. V. S.
Partner | Wealth Manager: C. S.
Director Of Wealth Management, Partner: S. O.
Wealth Manager: B. M.
Certified Financial Planner, Wealth Manager: R. W.

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WorthPointe Employee Directory

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