Finwell Employee Directory

Finwell corporate office is located in 16030 Ventura Blvd Ste 240, Encino, California, 91436, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Operations

1

Finance

1

C-Suite

1

Information Technology

1

Key Employees of Finwell

  • Brooke Roth, Chief Operating Officer at Finwell
    United States flag for contact location.
    Brooke Roth

    Chief Operating Officer

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  • PhonePhoneEmailEmail
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Finwell Global Presence

globalPresence illustration
North America1-10
Africa1-10
Asia1-10

Index of contact profiles from Finwell

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Finwell

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

  1. Sales Consultant at TriNet

    Worked as Social Media Marketing Intern

    at Finwell (2017-2017)

    email Blake Pittman Email direct Blake Pittman Direct
  2. Vice President, Trust ... at First National Bank

    Worked as Manager, Financial Wellness

    at Finwell (2020-2021)

    email Will Ashburn Email direct Will Ashburn Direct
  3. Estate and Trust Offic... at Pendleton Square Trust

    Worked as Financial Wellness Intern

    at Finwell (2021-2021)

    email Austin Knapp Email direct Austin Knapp Direct

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People from Similar Companies in the Finance Industry Located in California, United States

Frequently Asked Questions Regarding Finwell Employees

How many employees does Finwell have?
Finwell has 11-50 employees
Who are Finwell key employees?
Some of Finwell key employees are Brooke Roth
Where is Finwell located?
Finwell’s headquarters are located at 16030 Ventura Blvd Ste 240, Encino, California, 91436, United States
How do I contact Finwell?
Finwell Contact Info: Phone number: (888) 310-3462 Website: www.finwellbenefits.com
What does Finwell do?

Finwell offers curated financial planning and wealth management services aimed at individuals and families seeking confidence in their financial decisions. Utilizing industry-leading technology and fiduciary expert guidance, they provide customized investment management and financial planning solutions. Their team, led by highly credentialed profes... sionals, emphasizes unbiased advice and fair pricing without high minimum balances. Finwell's approach focuses on aligning financial decisions with clients' core values to help them achieve their financial goals.Read More

Is Finwell a public company?
Finwell is private company therefore does not currently have an official ticker symbol
See more information about Finwell Employees

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