WorthPointe Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

WorthPointe is a financial planning firm based in San Diego, Austin & Dallas-Fort Worth with CERTIFIED FINANCIAL PLANNERS™ who are credentialed, experienced and owners. We provide financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support & more.

WorthPointe Financial Planners stay at the forefront of the industry, testing out new technology to streamline processes internally and for our clients. As a fee-only financial planning firm, we are the trusted partner supporting our clients as they continue along their path of success growing into tomorrow’s millionaires. Our team of CERTIFIED FINANCIAL PLANNER™ professionals customize their services to our clients and their budgets, helping them protect and build their financial future so they can focus on doing what they love.

To learn more about WorthPointe, please visit http://www.worthpointeinvest.com

Find WorthPointe employees' phone numbers or email addresses

WorthPointe Global Highlights

North America
28

United States Of America
28

WorthPointe's Leadership

A. R.
Coo
Mobile Phone
Email
M. A.
Partner / Wealth Manager
Mobile Phone
Email
A. F.
Partner; Wealth Manager
Mobile Phone
Email
C. S.
Partner | Wealth Manager
Mobile Phone
Email
C. P. V. S.
Founder
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email
J. W.
Partner Chief Investment Officer
Mobile Phone
Email
K. J.
Partner, Financial Planner
Mobile Phone
Email

WorthPointe Employee Metrics

100%

50%

0%

2024

2023

Finance
Operations
Administrative
Analytics
Other

Contact profiles from WorthPointe

Name

Title

Contact Info

Location

Last Update

A. R.
Coo
Mobile Phone
Email
United StatesCalifornia
Nov 13, 2024
M. A.
Partner / Wealth Manager
Mobile Phone
Email
Oct 07, 2024
A. F.
Partner; Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 23, 2024
C. S.
Partner | Wealth Manager
Mobile Phone
Email
United StatesOklahoma
Oct 07, 2024
C. P. V. S.
Founder
Mobile Phone
Email
United StatesWyoming
Dec 06, 2024
C. S.
Owner
Mobile Phone
Email
United StatesTexas
Oct 22, 2024
J. W.
Partner Chief Investment Officer
Mobile Phone
Email
United StatesCalifornia
Oct 23, 2024
K. J.
Partner, Financial Planner
Mobile Phone
Email
United StatesTexas
Sep 13, 2024
S. O.
Director Of Wealth Management, Partner
Mobile Phone
Email
United StatesTexas
Oct 07, 2024
J. C.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 07, 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 Mall Suite 200 San Diego, CA 92121 US; 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 18 employees as of November 2024. These team members are located across 1 continents, including North America.

Who are WorthPointe's key employees and leadership?

As of November 2024, WorthPointe's key employees include:

Coo: A. R.
Partner / Wealth Manager: M. A.
Partner; Wealth Manager: A. F.
Partner | Wealth Manager: C. S.
Founder: C. P. V. 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