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

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WorthPointe Global Highlights

North America
25

United States Of America
25

WorthPointe's Leadership

M. A.
Partner / Wealth Manager
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A. F.
Partner; Wealth Manager
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C. P. V. S.
Founder
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K. J.
Partner, Financial Planner
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S. O.
Director Of Wealth Management, Partner
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J. C.
Wealth Manager
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B. M.
Wealth Manager
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B. W.
Wealth Manager
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WorthPointe Employee Metrics

100%

50%

0%

2024

2023

Finance
Operations
Administrative
Analytics
Other

Contact profiles from WorthPointe

Name

Title

Contact Info

Location

Last Update

J. T.
Portfolio Analyst
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Email
United StatesCalifornia
Oct 07, 2024
J. J.
Associate
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Email
United StatesTexas
Oct 07, 2024
L. R.
Operations
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Email
Oct 07, 2024
M. S.
Wealth Management Professional
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Email
Oct 07, 2024
B. A. R.
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Email
UNITED STATES
Sep 04, 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 August 2024. These team members are located across 1 continents, including North America.

Who are WorthPointe's key employees and leadership?

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

Partner / Wealth Manager: M. A.
Partner; Wealth Manager: A. F.
Founder: C. P. V. S.
Partner, Financial Planner: K. J.
Director Of Wealth Management, Partner: S. O.

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