Financial Management Employee Directory

Financial Management corporate office is located in 115 N 50th Ave Ste B, Yakima, Washington, 98908, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Sales

Finance

Operations

C-Suite

Financial Management CEO

Robert DonnellyPresident & Chief Executive Officer

Phone

See Profile

Key Employees of Financial Management

VP
Valen Permann
Director, Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Financial Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Financial Management

Hundreds of professionals searching for Financial Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RD
Robert Donnelly
Email Direct
President & Chief Executive Officer
United States , Washington , Yakima

CP
Clark Permann
Email Direct
Founder & Senior Wealth Advisor
United States , Washington , Yakima

JA
Jennifer Amack
Email Direct
Client Service Associate
United States , Washington , Yakima

VP
Valen Permann
Email Direct
Director, Operations
United States , Washington , Yakima

EP
Erik Pielstick
Email Direct
Financial Planner
United States , Washington , Yakima

HR
Heather Ryan
Email Direct
Client Services Associate
United States , Washington , Yakima

Former Employees at Financial Management

Explore people who held key positions, contributed to Financial Management's success, and advanced their careers.

JJ
Jared Jones
Founding Partner and S... at Waymaker Wealth Adviso...
Worked as Financial Planner
at Financial Management (2011-2020)
Email Direct
MW
Marshall Williams
Independent Financial ... at Fellowship Financial P...
Worked as Independent Financial Advisor
at Financial Management (2017-2020)
Email Direct

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Frequently Asked Questions Regarding Financial Management Employees

How many employees does Financial Management have?

Financial Management has 51-200 employees

Who is the CEO of Financial Management?

Financial Management’s CEO is Robert Donnelly

Who are Financial Management key employees?

Some of Financial Management key employees are Valen Permann

Where is Financial Management located?

Financial Management’s headquarters are located at 115 N 50th Ave Ste B, Yakima, Washington, 98908, United States

How do I contact Financial Management?

Financial Management Contact Info: Phone number: (509) 965-5654 Website: www.fmiwealth.com

What does Financial Management do?

Financial Management, Inc is a financial advisory firm located in Yakima, WA, specializing in wealth management, financial planning, retirement planning, and investment management services. The firm aims to assist clients from various backgrounds in defining their vision of true wealth and achieving their financial goals. Their comprehensive offeri... Read More

Is Financial Management a public company?

Financial Management is private company therefore does not currently have an official ticker symbol

See more information about Financial Management Employees